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Sundaram Diversified Equity (ELSS) Regular Plan vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹14449 Cr | ₹1468 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 21 Sep 2005 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 23% | 18% |
| Expense Ratio | 1.71 | 2.21 |
| Manager | Ashutosh Bhargava | Sudhir Kedia |
| ISIN Code | INF204K01GK4 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.05% | 3.41% |
| 6 Month | -3.59% | -0.89% |
| 1 Year | 5.71% | 6.42% |
| 3 Year | 17.12% | 13.4% |
| 5 Year | 24.47% | 21.43% |
SIP Return Analysis
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.1% | 2.11% |
| 1 Year | -1.9% | -0.89% |
| 3 Year | 17.69% | 12.79% |
| 5 Year | 19.29% | 14.93% |
Rolling Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.69% | 12.34% |
| 3 Year | 12% | 14.95% |
| 5 Year | 13.09% | 13.23% |
Risk Management
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.81% | 11.71% |
| Sharp | 0.54% | 0.35% |
| Beta | 1% | 0.87% |
| Alpha | 1.1% | -1.41% |
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Fund Managers
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Sudhir Kedia |
| Total AUM | ₹121448 Cr | ₹10423 Cr |
| Funds Managed | 12 | 8 |
| NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.99 | 3.85 |
| Large Cap | 66.7 | 72.56 |
| Mid Cap | 14.45 | 13.33 |
| Small Cap | 15.86 | 10.27 |
Sector Allocation
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 0.23 | 4.33 |
| Communication Services | 4.12 | 5.33 |
| Energy | 4.67 | 5.59 |
| Industrials | 11.23 | 11.4 |
| Technology | 6.66 | 9.43 |
| Financial Services | 38.25 | 33.52 |
| Healthcare | 4.05 | 6.76 |
| Consumer Cyclical | 12.32 | 10.51 |
| Basic Materials | 4.18 | 5.59 |
| Utilities | 6.18 | 1.44 |
| Consumer Defensive | 8.11 | 6.1 |
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