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Sundaram Diversified Equity (ELSS) Regular Plan vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹409 Cr | ₹1461 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2019 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 18% |
| Expense Ratio | 2.32 | 2.2 |
| Manager | Vishal Jajoo | Sudhir Kedia |
| ISIN Code | INF00XX01374 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.38% | 1.12% |
| 6 Month | 17.45% | 14.11% |
| 1 Year | -5% | -1.03% |
| 3 Year | 19.57% | 12.11% |
| 5 Year | 19.56% | 18.83% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.54% | 3.28% |
| 1 Year | 10.58% | 10.49% |
| 3 Year | 17.98% | 12.62% |
| 5 Year | 16.99% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.67% | 11.72% |
| 3 Year | 18.44% | 14.94% |
| 5 Year | 19.61% | 13.5% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.44% | 11.71% |
| Sharp | 0.77% | 0.58% |
| Beta | 1.07% | 0.84% |
| Alpha | 4.18% | -1.04% |
Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Vishal Jajoo | Sudhir Kedia |
| Total AUM | ₹762 Cr | ₹10423 Cr |
| Funds Managed | 3 | 8 |
| ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 9.18 | 13.97 |
| Small Cap | 47.59 | 7.44 |
| Large Cap | 36.05 | 68.83 |
| Mid Cap | 7.19 | 9.76 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.46 | 13.97 |
| Communication Services | 2.7 | 3.29 |
| Consumer Defensive | 1.92 | 7.3 |
| Basic Materials | 10.66 | 6.38 |
| Industrials | 21.84 | 5.93 |
| Financial Services | 30.65 | 29.04 |
| Consumer Cyclical | 9.4 | 13.47 |
| Technology | 7.39 | 5.44 |
| Healthcare | 2.03 | 5.49 |
| Energy | 0 | 6.49 |
| Utilities | 6.47 | 3.19 |
| Real Estate | 4.47 | - |
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