Sundaram Diversified Equity (ELSS) Regular Plan vs DSP ELSS Tax Saver Fund compare
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
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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