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	₹1468 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	2.21
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	1.52%	3.41%
6 Month	-7.77%	-0.89%
1 Year	-0.37%	6.42%
3 Year	19.04%	13.4%
5 Year	21.32%	21.43%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	1.06%	2.11%
1 Year	-8.23%	-0.89%
3 Year	18.33%	12.79%
5 Year	17.27%	14.93%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	20.61%	12.34%
3 Year	18.2%	14.95%
5 Year	17.5%	13.23%

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%	0.35%
Beta	0.917%	0.87%
Alpha	3.597%	-1.41%

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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	3.85
Large Cap	41.83	72.56
Small Cap	44.62	10.27
Mid Cap	9.14	13.33

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	1.66	4.33
Communication Services	2.67	5.33
Industrials	20.77	11.4
Consumer Defensive	3.66	6.1
Basic Materials	10.08	5.59
Financial Services	26.02	33.52
Consumer Cyclical	11.66	10.51
Technology	9.68	9.43
Healthcare	2.53	6.76
Energy	1	5.59
Real Estate	4.73	-
Utilities	5.53	1.44