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 | 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Short Term Fund - Growth Option
3Y Returns8.12%
Nippon India Short Term Fund-Growth Plan
3Y Returns7.64%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns26.79%
Quant Flexi Cap Fund-Growth
3Y Returns22.9%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns16.84%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns21.51%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.95%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.94%