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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 -6.09% -11.14%
6 Month 3.77% -6.51%
1 Year 18.14% 23.02%
3 Year 11.17% 16.17%
5 Year 14.97% 29.37%

SIP Return Analysis

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month - -
1 Year 12.64% 7.42%
3 Year 16.87% 23.15%
5 Year 18.35% 29.92%

Rolling Lumpsum Returns

Scheme Name Sundaram Diversified Equity (ELSS) Regular Plan - Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year 12.31% 16.84%
3 Year 15.05% 18.05%
5 Year 13.08% 17.42%

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 0.53% 1.13%
Beta 0.89% 0.97%
Alpha -1.46% 4.61%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.62 8.33
Large Cap 78.9 80.76
Mid Cap 10.27 5.33
Small Cap 8.17 5.59

Sector Allocation

Scheme Name

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 0.83 8.41
Energy 8.54 -
Technology 9.05 -
Materials 2.47 -
Construction 4.27 6.76
Financial 31.38 -
Consumer Staples 8.42 -
Healthcare 5.38 -
Chemicals 2.36 -
Metals & Mining 3.17 -
Capital Goods 2.69 -
Automobile 4.32 -
Consumer Discretionary 3.44 -
Services 10.77 -
Communication 2.87 -
Petroleum Products - 9.85
Chemicals & Petrochemicals - 1.35
Diversified FMCG - 6.24
Cement & Cement Products - 5.74
Insurance - 7.99
Commercial Services & Supplies - 0.33
Gas - 0.64
Finance - 10.53
Food Products - 6.92
Power - 13.81
Consumer Durables - 0.93
Pharmaceuticals & Biotechnology - 8.97
Auto Components - 9.17
Fertilizers & Agrochemicals - 0.16
Beverages - 2.21

Top Comparisons

BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH

3Y Returns14.06%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns16.58%

Compare Now

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns6.57%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns10.56%

Compare Now

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns12.5%

VS

Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns11.69%

Compare Now

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns10.21%

Compare Now
Request call back
Add to Cart Successfully