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Sundaram Diversified Equity (ELSS) Regular Plan vs Parag Parikh Tax Saver Fund Regular compare

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tortoise-icon Parag Parikh Tax Saver Fund Regular - Growth

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tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund Parag Parikh 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) ₹4572 Cr ₹1468 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 24 Jul 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 1.73 2.21
Manager Rajeev Thakkar Sudhir Kedia
ISIN Code INF879O01092 INF903J01538
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 5.64% 5.99%
6 Month -4.96% -9.88%
1 Year 14.1% 5.11%
3 Year 17.51% 11.61%
5 Year 29.18% 23.32%

SIP Return Analysis

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month -0.55% -3.37%
1 Year 3.23% -6.53%
3 Year 18.32% 11.17%
5 Year 20.12% 14.43%

Rolling Lumpsum Returns

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 25.21% 12.34%
3 Year 22.41% 14.95%
5 Year 23.68% 13.23%

Risk Management

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 10.084% 11.71%
Sharp 0.992% 0.37%
Beta 0.659% 0.87%
Alpha 4.826% -1.18%

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Fund Managers

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name Rajeev Thakkar Sudhir Kedia
Total AUM ₹0 Cr ₹10423 Cr
Funds Managed 5 8
Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Market Cap

Scheme Name

Parag Parikh Tax Saver Fund Regular - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 19.06 2.97
Large Cap 70.53 72.95
Small Cap 7.9 10.55
Mid Cap 2.51 13.54

Sector Allocation

Scheme Name

Parag Parikh Tax Saver Fund Regular - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 18.87 3.49
Technology 13.18 9.46
Healthcare 4.43 7.01
Financial Services 31.18 32.12
Consumer Cyclical 14.3 10.1
Basic Materials 0.28 5.22
Consumer Defensive 5.07 7.23
Energy 6.06 5.64
Utilities 5.91 1.44
Industrials 0.73 12.55
Communication Services - 5.72

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