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 | 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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