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 Very High
Asset Size (Cr) ₹1578 Cr ₹10491 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 May 2005 01 Apr 2000
Category ELSS ELSS
Fund Type Open Ended Open-ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 18% %
Expense Ratio 2.16 1.74
Manager Sudhir Kedia Vasav Sahgal
ISIN Code INF903J01538 INF966L01135
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Month 5.2% -1.08%
6 Month 14.41% 16.23%
1 Year 27.44% 52.9%
3 Year 14.75% 26.35%
5 Year 19.2% 35.97%

SIP Return Analysis

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month - -
1 Year 11.79% 25.23%
3 Year 29.63% 56.42%
5 Year 60.74% 141.67%

Rolling Lumpsum Returns

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year 19.41% 38.92%
3 Year 47.92% 96.88%
5 Year 66.18% 147.55%

Risk Management

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Standard Deviation 11.71% 15.87%
Sharp 0.88% 1.13%
Beta 0.88% 0.97%
Alpha -1.23% 4.61%

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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

Large Cap 78.9 70.33
Small Cap 8.17 10.65
Mid Cap 10.27 11.69
Others 2.62 7.33

Sector Allocation

Scheme Name

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Energy 8.54 22.15
Financial 31.38 24.01
Technology 9.05 4.55
Construction 4.27 3.89
Healthcare 5.38 5.7
Automobile 4.32 3.13
Services 10.77 2.15
Communication 2.87 0.9
Capital Goods 2.69 2.45
Metals & Mining 3.17 13.19
Materials 2.47 2.48
Consumer Staples 8.42 7.11
Consumer Discretionary 3.44 -
Chemicals 2.36 0.69
Others 0.83 3.53
Insurance - 4.07

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