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) ₹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

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 2.55% -6.07%
6 Month 20.97% 7.25%
1 Year 36.67% 26.43%
3 Year 19.99% 12.83%
5 Year 20.85% 15.86%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 13.73% 12.4%
3 Year 14.85% 15.05%
5 Year 13.09% 13.05%

Risk Management

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% 0.74%
Beta 0.96% 0.88%
Alpha 0.31% -1.01%

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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
Fund Manage 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 2.77 2.62
Large Cap 59.14 78.9
Small Cap 24.53 8.17
Mid Cap 13.56 10.27

Sector Allocation

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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