- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Diversified Equity (ELSS) Regular Plan vs Quant ELSS Tax Saver Fund Regular Plan compare
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
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 | Very High |
| 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 | 4.52% | 7.43% |
| 6 Month | -11.15% | -19.61% |
| 1 Year | 2.9% | -7.68% |
| 3 Year | 10.72% | 12.57% |
| 5 Year | 23.67% | 37.31% |
SIP Return Analysis
| Scheme Name | Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | -3.37% | -7.22% |
| 1 Year | -6.53% | -22.21% |
| 3 Year | 11.17% | 11.14% |
| 5 Year | 14.43% | 20.01% |
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 | 0.37% | 0.536% |
| Beta | 0.87% | 1.135% |
| Alpha | -1.18% | 0.439% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 2.97 | 7.96 |
| Large Cap | 72.95 | 80.35 |
| Mid Cap | 13.54 | 5.17 |
| Small Cap | 10.55 | 6.52 |
Sector Allocation
| Scheme Name |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 3.49 | 7.96 |
| Energy | 5.64 | 15.06 |
| Technology | 9.46 | 0.33 |
| Consumer Cyclical | 10.1 | 6.88 |
| Basic Materials | 5.22 | 7.52 |
| Communication Services | 5.72 | - |
| Industrials | 12.55 | 7.7 |
| Consumer Defensive | 7.23 | 10.65 |
| Financial Services | 32.12 | 16.54 |
| Healthcare | 7.01 | 10.6 |
| Utilities | 1.44 | 16.14 |
| Real Estate | - | 0.63 |
Top Comparisons
Nippon India Credit Risk Fund - Growth Plan
3Y Returns7.1%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns8.24%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns8.26%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.48%
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns15.86%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns7.35%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns9.93%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns10.16%
