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Sundaram Diversified Equity (ELSS) Regular Plan vs NIPPON INDIA ELSS TAX SAVER FUND compare

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tortoise-icon NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

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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 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 5.73% 5.84%
6 Month 2.37% 4.05%
1 Year 9.77% 10.11%
3 Year 21.7% 17.34%
5 Year 27.08% 23.42%

SIP Return Analysis

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 1.36% 1.31%
1 Year -5.19% -2.09%
3 Year 15.21% 11.35%
5 Year 17.54% 13.78%

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 0.74% 0.57%
Beta 0.99% 0.87%
Alpha 1.46% -0.89%

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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 0.76 3.87
Large Cap 68.78 72.32
Mid Cap 14.51 13.14
Small Cap 15.95 10.66

Sector Allocation

Scheme Name

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 0.76 3.87
Telecom - Services 3.55 3.4
Petroleum Products 2.75 5.03
Electrical Equipment 1.32 0.89
Industrial Products 3.26 -
IT - Software 5.21 6.08
Construction 3.15 3.83
Finance 8.98 3.64
Banks 23.83 28.3
Leisure Services 1.87 1.03
Pharmaceuticals & Biotechnology 2.68 5.19
Healthcare Services 1.32 2.28
Cement & Cement Products 2.73 3
Capital Markets 3.04 2.04
Chemicals & Petrochemicals 1.54 0.9
Power 6.57 0.96
Automobiles 1.84 5.43
Insurance 4.57 0.95
Diversified FMCG 1.17 3.72
Consumer Durables 2.4 3.16
Entertainment 0.63 -
Agricultural Food & other Products 0.98 1.19
Retailing 3.14 3.33
Auto Components 3.53 1.19
Diversified 0.98 -
Consumable Fuels 1.88 -
Transport Services 1.78 3.5
Beverages 4.54 1.15
IT - Services - 0.55
Industrial Manufacturing - 0.92
Gas - 1.04
Oil - 0.74
Fertilizers & Agrochemicals - 2.15
Transport Infrastructure - 0.53

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