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

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹4398 Cr	₹1468 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	1.82	2.21
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	-5%	-1.84%
6 Month	-10.56%	-8.16%
1 Year	6.72%	4.09%
3 Year	13.07%	11.52%
5 Year	15.27%	13.67%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-	-
1 Year	-7.98%	-6.4%
3 Year	12.88%	10.74%
5 Year	16.28%	14.79%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	13.97%	12.34%
3 Year	14.85%	14.95%
5 Year	13.39%	13.23%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	13.843%	11.71%
Sharp	0.555%	0.42%
Beta	0.966%	0.88%
Alpha	0.163%	-1.58%

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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