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 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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