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) | ₹16981 Cr | ₹1489 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 | 2.2 |
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 | -1.58% | 0.78% |
6 Month | 10.2% | 12.52% |
1 Year | 0.13% | 3.34% |
3 Year | 19.19% | 13.63% |
5 Year | 23.06% | 19.08% |
SIP Return Analysis
Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | 1.15% | 4.13% |
1 Year | 1.95% | 7.43% |
3 Year | 17.35% | 12.45% |
5 Year | 17.92% | 13.72% |
Rolling Lumpsum Returns
Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 14.04% | 11.72% |
3 Year | 16.42% | 14.94% |
5 Year | 15.92% | 13.5% |
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 | 1.05% | 0.75% |
Beta | 0.94% | 0.85% |
Alpha | 3.08% | -0.99% |
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 | 6.33 | 13.97 |
Large Cap | 63.25 | 68.83 |
Mid Cap | 16.66 | 9.76 |
Small Cap | 13.76 | 7.44 |
Sector Allocation
Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 3.88 | 13.97 |
Communication Services | 4.66 | 3.29 |
Technology | 7.33 | 5.44 |
Basic Materials | 8.79 | 6.38 |
Industrials | 5.23 | 5.93 |
Financial Services | 36.23 | 29.04 |
Consumer Cyclical | 9.99 | 13.47 |
Energy | 4.51 | 6.49 |
Consumer Defensive | 5.13 | 7.3 |
Healthcare | 10.59 | 5.49 |
Utilities | 3.65 | 3.19 |
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