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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 | 3.88% | 3.69% |
| 6 Month | -3.16% | -12.29% |
| 1 Year | 9.8% | -5.96% |
| 3 Year | 12.6% | 13.3% |
| 5 Year | 22.88% | 35.06% |
SIP Return Analysis
| Scheme Name | Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.27% | -0.56% |
| 1 Year | -1.19% | -15.69% |
| 3 Year | 12.47% | 12.35% |
| 5 Year | 14.82% | 19.97% |
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 | 0.35% | 0.536% |
| Beta | 0.87% | 1.135% |
| Alpha | -1.41% | 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 |
| 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 | 3.85 | 7.96 |
| Large Cap | 72.56 | 80.35 |
| Mid Cap | 13.33 | 5.17 |
| Small Cap | 10.27 | 6.52 |
Sector Allocation
| Scheme Name |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 4.33 | 7.96 |
| Energy | 5.59 | 15.06 |
| Technology | 9.43 | 0.33 |
| Consumer Cyclical | 10.51 | 6.88 |
| Basic Materials | 5.59 | 7.52 |
| Communication Services | 5.33 | - |
| Industrials | 11.4 | 7.7 |
| Consumer Defensive | 6.1 | 10.65 |
| Financial Services | 33.52 | 16.54 |
| Healthcare | 6.76 | 10.6 |
| Utilities | 1.44 | 16.14 |
| Real Estate | - | 0.63 |
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