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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) ₹14934 Cr ₹1461 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 1.69 2.2
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 1.56% 1.12%
6 Month 15.63% 14.11%
1 Year -2.38% -1.03%
3 Year 16.62% 12.11%
5 Year 23.18% 18.83%

SIP Return Analysis

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 3.2% 3.28%
1 Year 11.03% 10.49%
3 Year 16.35% 12.62%
5 Year 17.19% 13.55%

Rolling Lumpsum Returns

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 10.74% 11.72%
3 Year 12.38% 14.94%
5 Year 13.91% 13.5%

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 0.79% 0.58%
Beta 0.99% 0.84%
Alpha 1.45% -1.04%

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 3.86 13.97
Large Cap 64.75 68.83
Mid Cap 14.38 9.76
Small Cap 17.01 7.44

Sector Allocation

Scheme Name

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

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 0.73 13.97
Communication Services 3.7 3.29
Energy 4.4 6.49
Industrials 11.38 5.93
Technology 5.28 5.44
Consumer Cyclical 11.26 13.47
Financial Services 38.38 29.04
Healthcare 4.43 5.49
Basic Materials 4.24 6.38
Utilities 6.78 3.19
Consumer Defensive 9.42 7.3

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