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

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

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 6% 4.52%
6 Month -13.29% -11.15%
1 Year 7.01% 2.9%
3 Year 12.52% 10.72%
5 Year 24.83% 23.67%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month -5.35% -3.37%
1 Year -8.18% -6.53%
3 Year 13.89% 11.17%
5 Year 16.29% 14.43%

Rolling Lumpsum Returns

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%

Risk Management

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% 0.37%
Beta 0.972% 0.87%
Alpha 0.237% -1.18%

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Fund Managers

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

Market Cap

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 5.12 2.97
Large Cap 60.14 72.95
Small Cap 24.69 10.55
Mid Cap 10.05 13.54

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 4.54 3.49
Communication Services 3.74 5.72
Energy 5.19 5.64
Technology 7.95 9.46
Basic Materials 7.21 5.22
Consumer Cyclical 16.2 10.1
Industrials 13.81 12.55
Financial Services 31.02 32.12
Healthcare 3.54 7.01
Real Estate 2.78 -
Utilities 2.54 1.44
Consumer Defensive 1.49 7.23

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