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

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon 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

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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