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) | ₹4552 Cr | ₹1578 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 10 May 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 18% |
| Expense Ratio | 1.81 | 2.16 |
| Manager | Sailesh Jain | Sudhir Kedia |
| ISIN Code | INF277K01I52 | INF903J01538 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.55% | 5.62% |
| 6 Month | 20.97% | 18.2% |
| 1 Year | 36.67% | 27.31% |
| 3 Year | 19.99% | 15.19% |
| 5 Year | 20.85% | 18.88% |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.48% | 11.79% |
| 3 Year | 34.65% | 29.63% |
| 5 Year | 67.29% | 60.74% |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 21% | 19.41% |
| 3 Year | 53.22% | 47.92% |
| 5 Year | 76.33% | 66.18% |
| 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% | 0.73% |
| Beta | 0.96% | 0.87% |
| Alpha | 0.31% | -1.4% |
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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 | 2.77 | 2.62 |
| Large Cap | 59.14 | 78.9 |
| Small Cap | 24.53 | 8.17 |
| Mid Cap | 13.56 | 10.27 |
| Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.54 | 0.83 |
| Communication | 3.3 | 2.87 |
| Energy | 8.18 | 8.54 |
| Technology | 7.33 | 9.05 |
| Healthcare | 4.5 | 5.38 |
| Automobile | 10.21 | 4.32 |
| Consumer Staples | 2.74 | 8.42 |
| Construction | 6.73 | 4.27 |
| Financial | 28.11 | 31.38 |
| Metals & Mining | 2.8 | 3.17 |
| Materials | 5.07 | 2.47 |
| Services | 5.23 | 10.77 |
| Capital Goods | 7.31 | 2.69 |
| Insurance | 2.4 | - |
| Chemicals | 1.96 | 2.36 |
| Consumer Discretionary | 1.59 | 3.44 |
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