Sundaram Diversified Equity (ELSS) Regular Plan vs DSP ELSS Tax Saver Fund compare

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DSP ELSS Tax Saver Fund - Regular Plan - Growth

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Sundaram Value Fund - 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 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)	₹16749 Cr	₹1442 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

Scheme Name	DSP ELSS Tax Saver Fund - Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
1 Month	1.79%	0.95%
6 Month	4.05%	5.41%
1 Year	3.16%	4.15%
3 Year	20.07%	13.26%
5 Year	22.84%	18.26%

Scheme Name	DSP ELSS Tax Saver Fund - Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
6 Month	1.92%	1.43%
1 Year	10.57%	10.49%
3 Year	17.95%	12.26%
5 Year	18.01%	13.22%

Scheme Name	DSP ELSS Tax Saver Fund - Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
1 Year	13.91%	11.54%
3 Year	16.51%	14.89%
5 Year	15.97%	13.59%

Scheme Name	DSP ELSS Tax Saver Fund - Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	13.17%	11.44%
Sharp	0.94%	0.57%
Beta	0.98%	0.86%
Alpha	3.66%	-1.12%

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

Scheme Name	DSP ELSS Tax Saver Fund - Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
Others	5.08	2.9
Large Cap	65.66	71.59
Mid Cap	15.94	8.58
Small Cap	13.32	16.93

Scheme Name	DSP ELSS Tax Saver Fund - Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
Others	2.76	2.9
Communication Services	4.59	4.04
Technology	8.06	7.19
Basic Materials	9	8.81
Industrials	4.96	10.01
Financial Services	36.88	22.93
Energy	4.74	7.55
Consumer Defensive	5	10.1
Healthcare	10.06	7.73
Consumer Cyclical	10.04	12.8
Utilities	3.91	5.95