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

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

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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 DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15985 Cr ₹1468 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 18 Jan 2007 22 Nov 1999
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 35% 18%
Expense Ratio 1.64 2.21
Manager Rohit Singhania Sudhir Kedia
ISIN Code INF740K01185 INF903J01538
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 6.16% 6.01%
6 Month -2.62% -1.97%
1 Year 14.67% 7.83%
3 Year 20.65% 14.87%
5 Year 27.11% 22.53%

SIP Return Analysis

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 2.13% 1.31%
1 Year -0.25% -2.09%
3 Year 19.55% 11.35%
5 Year 19.7% 13.78%

Rolling Lumpsum Returns

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 14.52% 12.34%
3 Year 16.2% 14.95%
5 Year 15.57% 13.23%

Risk Management

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 12.57% 11.71%
Sharp 0.89% 0.57%
Beta 0.95% 0.87%
Alpha 3.67% -0.89%

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Fund Managers

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name Rohit Singhania Sudhir Kedia
Total AUM ₹46862 Cr ₹10423 Cr
Funds Managed 7 8
DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Market Cap

Scheme Name

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 5.1 3.87
Large Cap 63.81 72.32
Mid Cap 17.71 13.14
Small Cap 13.38 10.66

Sector Allocation

Scheme Name

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 5.1 3.87
Telecom - Services 4.81 3.4
IT - Software 6.41 6.08
Cement & Cement Products 1.68 3
Construction 4.59 3.83
Finance 4.68 3.64
Consumer Durables 3.07 3.16
Petroleum Products 3.28 5.03
Diversified FMCG 3.51 3.72
Non - Ferrous Metals 1.49 -
Pharmaceuticals & Biotechnology 8.76 5.19
Banks 27.45 28.3
Healthcare Services 1.75 2.28
Chemicals & Petrochemicals 2.1 0.9
Automobiles 3.7 5.43
Transport Services 0.72 3.5
Insurance 3.04 0.95
Gas 1.85 1.04
Fertilizers & Agrochemicals 0.91 2.15
Industrial Products 0.77 -
Oil 1.07 0.74
Auto Components 3.53 1.19
Personal Products 1.55 -
Power 2.15 0.96
Ferrous Metals 1.11 -
Textiles & Apparels 0.92 -
Retailing - 3.33
IT - Services - 0.55
Industrial Manufacturing - 0.92
Electrical Equipment - 0.89
Agricultural Food & other Products - 1.19
Capital Markets - 2.04
Beverages - 1.15
Transport Infrastructure - 0.53
Leisure Services - 1.03

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