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) | ₹15623 Cr | ₹1519 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 | -0.89% | -0.49% |
6 Month | 11.09% | 8.85% |
1 Year | -1.14% | 1.58% |
3 Year | 18.8% | 14.65% |
5 Year | 24.24% | 19.95% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | 6.06% | 5.62% |
1 Year | 8.15% | 8.81% |
3 Year | 17.99% | 13.9% |
5 Year | 18.75% | 14.88% |
Rolling Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 11.13% | 11.98% |
3 Year | 12.23% | 14.87% |
5 Year | 13.59% | 13.4% |
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 | 1.15% | 0.97% |
Beta | 1% | 0.88% |
Alpha | 0.7% | -1.6% |
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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 | 4.88 | 6.9 |
Large Cap | 64.13 | 70.32 |
Mid Cap | 14.22 | 12.98 |
Small Cap | 16.77 | 9.79 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 1.26 | 5.92 |
Communication Services | 4.32 | 5.01 |
Energy | 4.68 | 6.37 |
Industrials | 11.11 | 10.48 |
Technology | 4.36 | 6.64 |
Consumer Cyclical | 11.48 | 11.74 |
Financial Services | 39.37 | 31.88 |
Healthcare | 3.5 | 6.69 |
Basic Materials | 4.29 | 6.34 |
Utilities | 6.57 | 1.86 |
Consumer Defensive | 9.05 | 7.07 |
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