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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 Risk Very High Risk
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 -0.28% -1.84%
6 Month -3.08% -8.16%
1 Year 10.36% 4.09%
3 Year 16.46% 11.52%
5 Year 21.53% 13.67%

SIP Return Analysis

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 2.59% -6.4%
3 Year 17.65% 10.74%
5 Year 20.57% 14.79%

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% 0.42%
Beta 0.659% 0.88%
Alpha 4.826% -1.58%

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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 4.07
Large Cap 64.26 71.5
Mid Cap 7.5 15.65
Small Cap 10.65 8.91

Sector Allocation

Scheme Name

Parag Parikh Tax Saver Fund Regular - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 10.54 4.07
Financial 36.57 -
Technology 13.73 -
Healthcare 3.51 -
Services 2.08 -
Consumer Staples 6.76 -
Energy 7.26 -
Capital Goods 0.23 -
Automobile 11.08 -
Materials 6.44 -
Metals & Mining 1.8 -
Petroleum Products - 4.82
IT - Software - 8.45
Cement & Cement Products - 2.65
Construction - 3.63
Banks - 25.97
Diversified FMCG - 3.36
Pharmaceuticals & Biotechnology - 7.38
Chemicals & Petrochemicals - 1.34
Realty - 0.35
Automobiles - 2.9
Healthcare Services - 1.05
Electrical Equipment - 2.21
Finance - 3.86
Gas - 0.64
Transport Services - 3.24
Consumer Durables - 4.16
Insurance - 1.98
Agricultural Food & other Products - 1.09
Oil - 0.83
Telecom - Services - 3.46
Auto Components - 1
Industrial Products - 0.85
Retailing - 2.58
Beverages - 1.86
Capital Markets - 2.07
Power - 1
Transport Infrastructure - 0.56
Ferrous Metals - 1.15
Leisure Services - 1.62

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