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

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

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tortoise-icon Quant ELSS Tax Saver Fund Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Fund Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹1468 Cr ₹10279 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 22 Nov 1999 31 Mar 2000
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 18% %
Expense Ratio 2.21 1.71
Manager Sudhir Kedia Vasav Sahgal
ISIN Code INF903J01538 INF966L01135
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Month -1.84% -5.76%
6 Month -8.16% -20.62%
1 Year 4.09% -7.97%
3 Year 11.52% 14.61%
5 Year 13.67% 27.07%

SIP Return Analysis

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month - -
1 Year -6.4% -24.26%
3 Year 10.74% 10.4%
5 Year 14.79% 21.11%

Rolling Lumpsum Returns

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year 12.34% 16.79%
3 Year 14.95% 17.91%
5 Year 13.23% 17.67%

Risk Management

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Standard Deviation 11.71% 17.25%
Sharp 0.42% 0.536%
Beta 0.88% 1.135%
Alpha -1.58% 0.439%

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Fund Managers

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Name Sudhir Kedia Vasav Sahgal
Total AUM ₹10423 Cr ₹46505 Cr
Fund Manage 8 21
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

Market Cap

Scheme Name

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 4.07 8.33
Large Cap 71.5 80.76
Mid Cap 15.65 5.33
Small Cap 8.91 5.59

Sector Allocation

Scheme Name

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 4.07 8.41
Petroleum Products 4.82 9.85
IT - Software 8.45 -
Cement & Cement Products 2.65 5.74
Construction 3.63 6.76
Banks 25.97 -
Diversified FMCG 3.36 6.24
Pharmaceuticals & Biotechnology 7.38 8.97
Chemicals & Petrochemicals 1.34 1.35
Realty 0.35 -
Automobiles 2.9 -
Healthcare Services 1.05 -
Electrical Equipment 2.21 -
Finance 3.86 10.53
Gas 0.64 0.64
Transport Services 3.24 -
Consumer Durables 4.16 0.93
Insurance 1.98 7.99
Agricultural Food & other Products 1.09 -
Oil 0.83 -
Telecom - Services 3.46 -
Auto Components 1 9.17
Industrial Products 0.85 -
Retailing 2.58 -
Beverages 1.86 2.21
Capital Markets 2.07 -
Power 1 13.81
Transport Infrastructure 0.56 -
Ferrous Metals 1.15 -
Leisure Services 1.62 -
Commercial Services & Supplies - 0.33
Food Products - 6.92
Fertilizers & Agrochemicals - 0.16

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