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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 Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹446 Cr | ₹1484 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.51% | -0.81% |
| 6 Month | -1.26% | 3.25% |
| 1 Year | -2.4% | 3.57% |
| 3 Year | 18.34% | 12.79% |
| 5 Year | 15.46% | 15.16% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.91% | 1.89% |
| 1 Year | 9.69% | 13.03% |
| 3 Year | 14.23% | 11.75% |
| 5 Year | 15.05% | 12.53% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.75% | 12.78% |
| 3 Year | 18.67% | 15.08% |
| 5 Year | 19.25% | 14.04% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.38% | 11.71% |
| Sharp | 0.80% | 0.62% |
| Beta | 1.09% | 0.84% |
| Alpha | 2.87% | -1.39% |
Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.02 | 3.71 |
| Small Cap | 48.31 | 16.7 |
| Large Cap | 36.88 | 69.67 |
| Mid Cap | 5.78 | 9.92 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.89 | 2.04 |
| Communication Services | 1.81 | 4.39 |
| Consumer Defensive | 2.64 | 8.81 |
| Industrials | 24.45 | 10.28 |
| Financial Services | 34.23 | 25.31 |
| Healthcare | 2.57 | 5.96 |
| Technology | 5.37 | 8.18 |
| Real Estate | 5.95 | - |
| Basic Materials | 8.14 | 8.47 |
| Consumer Cyclical | 8.12 | 11.36 |
| Utilities | 5.84 | 7.01 |
| Energy | - | 8.19 |
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