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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.34% | 5.84% |
| 6 Month | 1.48% | 4.05% |
| 1 Year | 6.37% | 10.11% |
| 3 Year | 24.74% | 17.34% |
| 5 Year | 23.97% | 23.42% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.17% | 1.31% |
| 1 Year | -13.69% | -2.09% |
| 3 Year | 15.07% | 11.35% |
| 5 Year | 15.25% | 13.78% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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% | 0.57% |
| Beta | 0.917% | 0.87% |
| Alpha | 3.597% | -0.89% |
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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 | 4.4 | 3.87 |
| Large Cap | 41.83 | 72.32 |
| Small Cap | 44.62 | 10.66 |
| Mid Cap | 9.14 | 13.14 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 1.66 | 3.87 |
| 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 | - | 5.03 |
| IT - Software | - | 6.08 |
| Retailing | - | 3.33 |
| Cement & Cement Products | - | 3 |
| IT - Services | - | 0.55 |
| Construction | - | 3.83 |
| Diversified FMCG | - | 3.72 |
| Banks | - | 28.3 |
| Pharmaceuticals & Biotechnology | - | 5.19 |
| Industrial Manufacturing | - | 0.92 |
| Automobiles | - | 5.43 |
| Healthcare Services | - | 2.28 |
| Electrical Equipment | - | 0.89 |
| Finance | - | 3.64 |
| Gas | - | 1.04 |
| Transport Services | - | 3.5 |
| Consumer Durables | - | 3.16 |
| Insurance | - | 0.95 |
| Agricultural Food & other Products | - | 1.19 |
| Oil | - | 0.74 |
| Chemicals & Petrochemicals | - | 0.9 |
| Telecom - Services | - | 3.4 |
| Auto Components | - | 1.19 |
| Capital Markets | - | 2.04 |
| Fertilizers & Agrochemicals | - | 2.15 |
| Beverages | - | 1.15 |
| Power | - | 0.96 |
| Transport Infrastructure | - | 0.53 |
| Leisure Services | - | 1.03 |
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