Sundaram Diversified Equity (ELSS) Regular Plan vs Parag Parikh Tax Saver Fund Regular compare
Parag Parikh Tax Saver Fund Regular - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
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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