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 | 2.47% | 1.81% |
6 Month | -2.25% | -1.96% |
1 Year | 3.59% | 4.66% |
3 Year | 22.23% | 17.43% |
5 Year | 25.61% | 21.59% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | 8.34% | 6.53% |
1 Year | 6.01% | 5.71% |
3 Year | 17.94% | 13.14% |
5 Year | 18.89% | 14.59% |
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 | 0.93% | 0.72% |
Beta | 1% | 0.87% |
Alpha | 1.28% | -1.4% |
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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 | 0.5 | 4.28 |
Large Cap | 69.09 | 71.87 |
Mid Cap | 14.84 | 13.89 |
Small Cap | 15.57 | 9.96 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 0.5 | 4.28 |
Telecom - Services | 3.65 | 3.26 |
Petroleum Products | 2.95 | 5.38 |
Electrical Equipment | 1.3 | 0.64 |
Industrial Products | 3.03 | 0.51 |
IT - Software | 4.74 | 5.74 |
Construction | 2.94 | 3.15 |
Finance | 9 | 2.46 |
Banks | 24.59 | 29.24 |
Leisure Services | 1.82 | 1.08 |
Pharmaceuticals & Biotechnology | 2.44 | 5.34 |
Healthcare Services | 1.33 | 2.38 |
Cement & Cement Products | 2.68 | 3.91 |
Capital Markets | 3.15 | 2.04 |
Chemicals & Petrochemicals | 1.53 | 0.93 |
Power | 6.32 | 0.92 |
Automobiles | 1.74 | 5.42 |
Insurance | 4.89 | 1.03 |
Diversified FMCG | 1.18 | 5.23 |
Consumer Durables | 2.33 | 2.62 |
Entertainment | 0.64 | - |
Agricultural Food & other Products | 1.11 | 1.35 |
Retailing | 3.33 | 2.79 |
Auto Components | 3.57 | 1.24 |
Diversified | 0.99 | - |
Consumable Fuels | 1.77 | - |
Transport Services | 1.78 | 1.92 |
Beverages | 4.7 | 1.11 |
IT - Services | - | 0.53 |
Industrial Manufacturing | - | 0.93 |
Gas | - | 1.05 |
Oil | - | 0.77 |
Fertilizers & Agrochemicals | - | 2.22 |
Transport Infrastructure | - | 0.53 |
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