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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 Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹15060 Cr | ₹1442 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.97% | 4.08% |
| 6 Month | 8.61% | 7.15% |
| 1 Year | 4.71% | 6.19% |
| 3 Year | 18.42% | 13.42% |
| 5 Year | 23.63% | 19.13% |
SIP Return Analysis
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.65% | 1.43% |
| 1 Year | 14.25% | 10.49% |
| 3 Year | 16.64% | 12.26% |
| 5 Year | 17.26% | 13.22% |
Rolling Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.51% | 11.54% |
| 3 Year | 12.51% | 14.89% |
| 5 Year | 14.06% | 13.59% |
Risk Management
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.81% | 11.71% |
| Sharp | 0.88% | 0.64% |
| Beta | 1% | 0.84% |
| Alpha | 1.22% | -1.57% |
Fund Managers
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.75 | 2.9 |
| Large Cap | 64.06 | 71.59 |
| Mid Cap | 14.93 | 8.58 |
| Small Cap | 17.25 | 16.93 |
Sector Allocation
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.62 | 2.9 |
| Communication Services | 3.76 | 4.04 |
| Energy | 4.49 | 7.55 |
| Industrials | 10.26 | 10.01 |
| Technology | 4.74 | 7.19 |
| Financial Services | 37.67 | 22.93 |
| Consumer Cyclical | 11.26 | 12.8 |
| Healthcare | 5.66 | 7.73 |
| Basic Materials | 4.15 | 8.81 |
| Utilities | 6.97 | 5.95 |
| Consumer Defensive | 10.41 | 10.1 |
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