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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) | ₹15519 Cr | ₹1484 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 | -2.09% | -0.81% |
| 6 Month | 2.15% | 3.25% |
| 1 Year | 1.92% | 3.57% |
| 3 Year | 16.09% | 12.79% |
| 5 Year | 18.77% | 15.16% |
SIP Return Analysis
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.46% | 1.89% |
| 1 Year | 13.89% | 13.03% |
| 3 Year | 14.65% | 11.75% |
| 5 Year | 15.7% | 12.53% |
Rolling Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.13% | 12.78% |
| 3 Year | 12.82% | 15.08% |
| 5 Year | 14.28% | 14.04% |
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 | 0.8% | 0.62% |
| Beta | 0.99% | 0.84% |
| Alpha | 0.74% | -1.39% |
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 | 4.12 | 3.71 |
| Large Cap | 64.53 | 69.67 |
| Mid Cap | 14.17 | 9.92 |
| Small Cap | 17.18 | 16.7 |
Sector Allocation
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.83 | 2.04 |
| Communication Services | 3.85 | 4.39 |
| Energy | 5.33 | 8.19 |
| Industrials | 9.89 | 10.28 |
| Technology | 4.99 | 8.18 |
| Financial Services | 36.78 | 25.31 |
| Consumer Cyclical | 11.56 | 11.36 |
| Healthcare | 6.45 | 5.96 |
| Basic Materials | 3.48 | 8.47 |
| Utilities | 6.38 | 7.01 |
| Consumer Defensive | 10.46 | 8.81 |
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