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Sundaram Diversified Equity (ELSS) Regular Plan vs DSP ELSS Tax Saver Fund compare
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Sundaram Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹17241 Cr | ₹1481 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.41% | 0.89% |
| 6 Month | 2.67% | 2.7% |
| 1 Year | 1.95% | 1.93% |
| 3 Year | 18.48% | 12.2% |
| 5 Year | 20.03% | 15.63% |
SIP Return Analysis
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.07% | 2.56% |
| 1 Year | 15.35% | 13.21% |
| 3 Year | 17.58% | 11.97% |
| 5 Year | 17.57% | 12.73% |
Rolling Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.74% | 12.83% |
| 3 Year | 16.74% | 15.09% |
| 5 Year | 16.09% | 14.02% |
Risk Management
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.57% | 11.71% |
| Sharp | 0.96% | 0.62% |
| Beta | 0.96% | 0.84% |
| Alpha | 3.04% | -1.39% |
Fund Managers
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.56 | 5.8 |
| Large Cap | 65.32 | 68.38 |
| Mid Cap | 16.51 | 9.78 |
| Small Cap | 12.61 | 16.04 |
Sector Allocation
| Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.18 | 5.8 |
| Communication Services | 5.09 | 4.3 |
| Technology | 9.38 | 7.33 |
| Basic Materials | 8.18 | 8.69 |
| Industrials | 4.98 | 9.63 |
| Financial Services | 38.11 | 24.53 |
| Energy | 5.51 | 7.96 |
| Consumer Defensive | 4.87 | 8.9 |
| Healthcare | 9.64 | 5.89 |
| Consumer Cyclical | 9.08 | 9.62 |
| Utilities | 4.01 | 7.34 |
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