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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) | ₹16981 Cr | ₹1461 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 | 2.42% | 1.72% |
| 6 Month | 12.83% | 15.31% |
| 1 Year | -2.04% | -0.36% |
| 3 Year | 19.32% | 12.99% |
| 5 Year | 23.01% | 18.4% |
SIP Return Analysis
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.78% | 3.28% |
| 1 Year | 7.27% | 10.49% |
| 3 Year | 17.88% | 12.62% |
| 5 Year | 17.97% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.57% | 11.71% |
| Sharp | 0.9% | 0.58% |
| Beta | 0.96% | 0.84% |
| Alpha | 3.06% | -1.04% |
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 | 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 Value Fund - 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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