Sundaram Diversified Equity (ELSS) Regular Plan vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4680 Cr | ₹1560 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 18% |
| Expense Ratio | 1.81 | 2.17 |
| Manager | Sailesh Jain | Sudhir Kedia |
| ISIN Code | INF277K01I52 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.31% | 2.12% |
| 6 Month | 5.38% | 1.19% |
| 1 Year | 20.17% | 14.31% |
| 3 Year | 17.12% | 14.54% |
| 5 Year | 17.8% | 15.46% |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.24% | 8.5% |
| 3 Year | 21.33% | 16.12% |
| 5 Year | 21.28% | 18.08% |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.74% | 12.31% |
| 3 Year | 14.85% | 15.05% |
| 5 Year | 13.09% | 13.08% |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 11.71% |
| Sharp | 1.01% | 0.63% |
| Beta | 0.96% | 0.88% |
| Alpha | 0.31% | -1.04% |
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| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Sudhir Kedia |
| Total AUM | ₹17041 Cr | ₹10423 Cr |
| Fund Manage | 7 | 8 |
| Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 3.66 | 4.07 |
| Large Cap | 57.29 | 71.5 |
| Small Cap | 27.54 | 8.91 |
| Mid Cap | 11.51 | 15.65 |
| Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 3.66 | 4.07 |
| Telecom - Services | 3.49 | 3.46 |
| Petroleum Products | 3.84 | 4.82 |
| IT - Software | 7.17 | 8.45 |
| Pharmaceuticals & Biotechnology | 4.62 | 7.38 |
| Auto Components | 8.63 | 1 |
| Household Products | 0.89 | - |
| Construction | 4.21 | 3.63 |
| Finance | 3.79 | 3.86 |
| Minerals & Mining | 1.77 | - |
| Non - Ferrous Metals | 1.32 | - |
| Banks | 21.81 | 25.97 |
| Cement & Cement Products | 2.9 | 2.65 |
| Leisure Services | 2.9 | 1.62 |
| Capital Markets | 1.44 | 2.07 |
| Insurance | 2.58 | 1.98 |
| IT - Services | 1.01 | - |
| Chemicals & Petrochemicals | 0.46 | 1.34 |
| Automobiles | 1.36 | 2.9 |
| Entertainment | 1.48 | - |
| Consumer Durables | 1.95 | 4.16 |
| Realty | 2.92 | 0.35 |
| Gas | 0.76 | 0.64 |
| Aerospace & Defense | 0.87 | - |
| Industrial Products | 3.87 | 0.85 |
| Consumable Fuels | 1.4 | - |
| Fertilizers & Agrochemicals | 1.44 | - |
| Retailing | 2.27 | 2.58 |
| Power | 3.01 | 1 |
| Textiles & Apparels | 0.41 | - |
| Beverages | 1.77 | 1.86 |
| Diversified FMCG | - | 3.36 |
| Healthcare Services | - | 1.05 |
| Electrical Equipment | - | 2.21 |
| Transport Services | - | 3.24 |
| Agricultural Food & other Products | - | 1.09 |
| Oil | - | 0.83 |
| Transport Infrastructure | - | 0.56 |
| Ferrous Metals | - | 1.15 |
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