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) | ₹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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