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Sundaram Diversified Equity (ELSS) Regular Plan vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹374 Cr | ₹1468 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2019 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 18% |
| Expense Ratio | 2.32 | 2.21 |
| Manager | Vishal Jajoo | Sudhir Kedia |
| ISIN Code | INF00XX01374 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.34% | 4.52% |
| 6 Month | -16.63% | -11.15% |
| 1 Year | 2.24% | 2.9% |
| 3 Year | 17.36% | 10.72% |
| 5 Year | 24.5% | 23.67% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | -6.7% | -3.37% |
| 1 Year | -14.9% | -6.53% |
| 3 Year | 17.1% | 11.17% |
| 5 Year | 16.86% | 14.43% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.61% | 12.34% |
| 3 Year | 18.2% | 14.95% |
| 5 Year | 17.5% | 13.23% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.905% | 11.71% |
| Sharp | 0.774% | 0.37% |
| Beta | 0.917% | 0.87% |
| Alpha | 3.597% | -1.18% |
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Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Vishal Jajoo | Sudhir Kedia |
| Total AUM | ₹762 Cr | ₹10423 Cr |
| Funds Managed | 3 | 8 |
| ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 4.4 | 2.97 |
| Large Cap | 41.83 | 72.95 |
| Small Cap | 44.62 | 10.55 |
| Mid Cap | 9.14 | 13.54 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 1.66 | 3.49 |
| Communication Services | 2.67 | 5.72 |
| Industrials | 20.77 | 12.55 |
| Consumer Defensive | 3.66 | 7.23 |
| Basic Materials | 10.08 | 5.22 |
| Financial Services | 26.02 | 32.12 |
| Consumer Cyclical | 11.66 | 10.1 |
| Technology | 9.68 | 9.46 |
| Healthcare | 2.53 | 7.01 |
| Energy | 1 | 5.64 |
| Real Estate | 4.73 | - |
| Utilities | 5.53 | 1.44 |
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