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) ₹3731 Cr ₹1578 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 05 Jul 2019 10 May 2005
Category ELSS ELSS
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 18%
Expense Ratio 1.71 2.16
Manager Rajeev Thakkar Sudhir Kedia
ISIN Code INF879O01092 INF903J01538
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 1.82% 5.62%
6 Month 15.27% 18.2%
1 Year 37.41% 27.31%
3 Year 21.31% 15.19%
5 Year 24.85% 18.88%

SIP Return Analysis

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 13.16% 11.79%
3 Year 35.74% 29.63%
5 Year 78.64% 60.74%

Rolling Lumpsum Returns

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 24.55% 19.41%
3 Year 60.04% 47.92%
5 Year 82.53% 66.18%

Risk Management

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 9.65% 11.71%
Sharp 1.4% 0.73%
Beta 0.66% 0.87%
Alpha 5.01% -1.4%

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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
Fund Manage 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 17.59 2.62
Large Cap 64.26 78.9
Mid Cap 7.5 10.27
Small Cap 10.65 8.17

Sector Allocation

Scheme Name

Parag Parikh Tax Saver Fund Regular - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 10.54 0.83
Financial 36.57 31.38
Technology 13.73 9.05
Healthcare 3.51 5.38
Services 2.08 10.77
Consumer Staples 6.76 8.42
Energy 7.26 8.54
Capital Goods 0.23 2.69
Automobile 11.08 4.32
Materials 6.44 2.47
Metals & Mining 1.8 3.17
Construction - 4.27
Chemicals - 2.36
Consumer Discretionary - 3.44
Communication - 2.87

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