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 Value Fund - 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 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)	₹441 Cr	₹1477 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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
1 Month	-0.98%	-1.31%
6 Month	-2.63%	0.66%
1 Year	6.13%	7.26%
3 Year	19.07%	13.24%
5 Year	14.06%	13.57%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
6 Month	-0.7%	0.28%
1 Year	5.48%	7.15%
3 Year	12.2%	9.66%
5 Year	14.07%	11.3%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
1 Year	15.32%	12.72%
3 Year	18.73%	15.05%
5 Year	19.15%	14.07%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	12.51%	11.71%
Sharp	0.88%	0.72%
Beta	1.1%	0.84%
Alpha	1.55%	-1.07%

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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
Others	0.83	3.71
Large Cap	40.91	69.67
Small Cap	51.32	16.7
Mid Cap	6.94	9.92

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
Others	0.83	2.04
Telecom - Services	1.81	-
Food Products	1.86	-
Industrial Manufacturing	5.2	-
Construction	5.36	-
Finance	15.12	-
Banks	17.07	-
Pharmaceuticals & Biotechnology	2.57	-
Paper, Forest & Jute Products	2.55	-
IT - Services	1.98	-
Chemicals & Petrochemicals	1.93	-
Automobiles	5.51	-
Fertilizers & Agrochemicals	0.77	-
Capital Markets	2.58	-
Diversified FMCG	0.78	-
IT - Hardware	0.66	-
Industrial Products	7.65	-
Diversified Metals	1.09	-
Power	5.84	-
Agricultural, Commercial & Construction Vehicles	0.56	-
Leisure Services	0.54	-
Agricultural Food & other Products	0.83	-
Consumer Durables	0.74	-
IT - Software	0.88	-
Realty	3.41	-
Engineering Services	0.58	-
Electrical Equipment	0.93	-
Transport Services	4.89	-
Retailing	0.42	-
Commercial Services & Supplies	3.36	-
Auto Components	1.7	-
Energy	-	8.19
Utilities	-	7.01
Technology	-	8.18
Consumer Cyclical	-	11.36
Industrials	-	10.28
Financial Services	-	25.31
Basic Materials	-	8.47
Healthcare	-	5.96
Consumer Defensive	-	8.81
Communication Services	-	4.39