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	Very High
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	3.58%	4.5%
6 Month	-4.08%	-1.09%
1 Year	10.17%	9.09%
3 Year	15.16%	13.36%
5 Year	23.13%	22.5%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-1.04%	1.27%
1 Year	-4.83%	-1.19%
3 Year	14.42%	12.47%
5 Year	16.25%	14.82%

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	14.429%	11.71%
Sharp	0.451%	0.35%
Beta	0.972%	0.87%
Alpha	0.237%	-1.41%

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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
Funds Managed	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	5.12	3.85
Large Cap	60.14	72.56
Small Cap	24.69	10.27
Mid Cap	10.05	13.33

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	4.54	4.33
Communication Services	3.74	5.33
Energy	5.19	5.59
Technology	7.95	9.43
Basic Materials	7.21	5.59
Consumer Cyclical	16.2	10.51
Industrials	13.81	11.4
Financial Services	31.02	33.52
Healthcare	3.54	6.76
Real Estate	2.78	-
Utilities	2.54	1.44
Consumer Defensive	1.49	6.1