Sundaram Diversified Equity (ELSS) Regular Plan vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Invest NowSundaram Diversified Equity (ELSS) Regular Plan - Growth
Invest NowChart 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 | -6.06% | -5.6% |
6 Month | 9.81% | 4.32% |
1 Year | 27.59% | 18.75% |
3 Year | 14.5% | 11.38% |
5 Year | 17.53% | 15.1% |
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 22.82% | 12.64% |
3 Year | 22.26% | 16.87% |
5 Year | 21.66% | 18.35% |
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% | 0.53% |
Beta | 0.96% | 0.89% |
Alpha | 0.31% | -1.46% |
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Get Free Experts GuidanceScheme 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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