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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) | ₹409 Cr | ₹1442 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 | 4.13% | 2.9% |
| 6 Month | 13.55% | 6.63% |
| 1 Year | 4.46% | 5.81% |
| 3 Year | 20.67% | 12.85% |
| 5 Year | 20.24% | 19% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.38% | -0.2% |
| 1 Year | 9.51% | 6.21% |
| 3 Year | 15.78% | 10.39% |
| 5 Year | 15.87% | 11.96% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.96% | 11.54% |
| 3 Year | 18.57% | 14.89% |
| 5 Year | 19.32% | 13.59% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.29% | 11.37% |
| Sharp | 0.89% | 0.55% |
| Beta | 1.08% | 0.84% |
| Alpha | 3.36% | -1.63% |
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 | 9.84 | 2.9 |
| Small Cap | 46.12 | 16.93 |
| Large Cap | 37.42 | 71.59 |
| Mid Cap | 6.62 | 8.58 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.86 | 2.9 |
| Communication Services | 2.59 | 4.04 |
| Consumer Defensive | 2.5 | 10.1 |
| Basic Materials | 9.86 | 8.81 |
| Industrials | 22.31 | 10.01 |
| Financial Services | 33.95 | 22.93 |
| Consumer Cyclical | 8.62 | 12.8 |
| Technology | 6.5 | 7.19 |
| Healthcare | 2.09 | 7.73 |
| Utilities | 6.24 | 5.95 |
| Real Estate | 3.48 | - |
| Energy | - | 7.55 |
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