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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 1.47% 1.81%
6 Month -1.69% -1.96%
1 Year 7.96% 4.66%
3 Year 23.81% 17.43%
5 Year 26.18% 21.59%

SIP Return Analysis

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 6.86% 6.53%
1 Year 6.36% 5.71%
3 Year 20.83% 13.14%
5 Year 20.26% 14.59%

Rolling Lumpsum Returns

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 14.37% 11.98%
3 Year 16.32% 14.87%
5 Year 15.83% 13.4%

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% 0.72%
Beta 0.95% 0.87%
Alpha 3.15% -1.4%

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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 6.51 4.28
Large Cap 63.15 71.87
Mid Cap 17.74 13.89
Small Cap 12.6 9.96

Sector Allocation

Scheme Name

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 6.51 4.28
Telecom - Services 5.48 3.26
IT - Software 5.79 5.74
Cement & Cement Products 1.62 3.91
Construction 4.03 3.15
Finance 3.61 2.46
Consumer Durables 2.99 2.62
Petroleum Products 3.26 5.38
Diversified FMCG 3.55 5.23
Non - Ferrous Metals 1.24 -
Pharmaceuticals & Biotechnology 7.88 5.34
Banks 28.08 29.24
Healthcare Services 2.29 2.38
Chemicals & Petrochemicals 2.05 0.93
Automobiles 3.63 5.42
Transport Services 0.68 1.92
Insurance 3.51 1.03
Gas 1.91 1.05
Fertilizers & Agrochemicals 0.89 2.22
Industrial Products 0.43 0.51
Oil 1.1 0.77
Auto Components 3.67 1.24
Personal Products 1.63 -
Power 2.08 0.92
Ferrous Metals 1.06 -
Textiles & Apparels 1.03 -
Retailing - 2.79
IT - Services - 0.53
Industrial Manufacturing - 0.93
Agricultural Food & other Products - 1.35
Electrical Equipment - 0.64
Capital Markets - 2.04
Beverages - 1.11
Transport Infrastructure - 0.53
Leisure Services - 1.08

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