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 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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