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

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ITI ELSS Tax Saver Fund Regular - Growth

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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹374 Cr	₹1488 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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	5.83%	1.81%
6 Month	-2.8%	-1.96%
1 Year	1.52%	4.66%
3 Year	25.15%	17.43%
5 Year	22.57%	21.59%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	11.63%	6.53%
1 Year	8.72%	5.71%
3 Year	21.56%	13.14%
5 Year	18.99%	14.59%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	18.91%	11.98%
3 Year	18.3%	14.87%
5 Year	18.29%	13.4%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	13.905%	11.71%
Sharp	0.774%	0.72%
Beta	0.917%	0.87%
Alpha	3.597%	-1.4%

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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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	4.4	4.28
Large Cap	41.83	71.87
Small Cap	44.62	9.96
Mid Cap	9.14	13.89

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	1.66	4.28
Communication Services	2.67	-
Industrials	20.77	-
Consumer Defensive	3.66	-
Basic Materials	10.08	-
Financial Services	26.02	-
Consumer Cyclical	11.66	-
Technology	9.68	-
Healthcare	2.53	-
Energy	1	-
Real Estate	4.73	-
Utilities	5.53	-
Petroleum Products	-	5.38
IT - Software	-	5.74
Retailing	-	2.79
Cement & Cement Products	-	3.91
IT - Services	-	0.53
Construction	-	3.15
Diversified FMCG	-	5.23
Banks	-	29.24
Pharmaceuticals & Biotechnology	-	5.34
Industrial Manufacturing	-	0.93
Automobiles	-	5.42
Healthcare Services	-	2.38
Finance	-	2.46
Gas	-	1.05
Transport Services	-	1.92
Consumer Durables	-	2.62
Insurance	-	1.03
Agricultural Food & other Products	-	1.35
Industrial Products	-	0.51
Electrical Equipment	-	0.64
Oil	-	0.77
Chemicals & Petrochemicals	-	0.93
Telecom - Services	-	3.26
Auto Components	-	1.24
Capital Markets	-	2.04
Fertilizers & Agrochemicals	-	2.22
Beverages	-	1.11
Power	-	0.92
Transport Infrastructure	-	0.53
Leisure Services	-	1.08