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Sundaram Diversified Equity (ELSS) Regular Plan vs Parag Parikh Tax Saver Fund Regular compare

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tortoise-icon Parag Parikh Tax Saver Fund Regular - Growth

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tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4572 Cr ₹1468 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 24 Jul 2019 22 Nov 1999
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 18%
Expense Ratio 1.73 2.21
Manager Rajeev Thakkar Sudhir Kedia
ISIN Code INF879O01092 INF903J01538
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 3.33% 1.83%
6 Month 5.67% 4.25%
1 Year 15.08% 8.01%
3 Year 20.59% 16.23%
5 Year 27.96% 23.59%

SIP Return Analysis

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 5.94% 5.26%
1 Year 11.1% 5.33%
3 Year 20.04% 14.04%
5 Year 20.24% 15.28%

Rolling Lumpsum Returns

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 25.21% 12.34%
3 Year 22.41% 14.95%
5 Year 23.68% 13.23%

Risk Management

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 10.084% 11.71%
Sharp 0.992% 0.57%
Beta 0.659% 0.87%
Alpha 4.826% -0.89%

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Fund Managers

Scheme Name Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name Rajeev Thakkar Sudhir Kedia
Total AUM ₹0 Cr ₹10423 Cr
Funds Managed 5 8
Parag Parikh Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Market Cap

Scheme Name

Parag Parikh Tax Saver Fund Regular - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 19.06 3.87
Large Cap 70.53 72.32
Small Cap 7.9 10.66
Mid Cap 2.51 13.14

Sector Allocation

Scheme Name

Parag Parikh Tax Saver Fund Regular - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 18.87 3.87
Technology 13.18 -
Healthcare 4.43 -
Financial Services 31.18 -
Consumer Cyclical 14.3 -
Basic Materials 0.28 -
Consumer Defensive 5.07 -
Energy 6.06 -
Utilities 5.91 -
Industrials 0.73 -
Petroleum Products - 5.03
IT - Software - 6.08
Retailing - 3.33
Cement & Cement Products - 3
IT - Services - 0.55
Construction - 3.83
Diversified FMCG - 3.72
Banks - 28.3
Pharmaceuticals & Biotechnology - 5.19
Industrial Manufacturing - 0.92
Automobiles - 5.43
Healthcare Services - 2.28
Electrical Equipment - 0.89
Finance - 3.64
Gas - 1.04
Transport Services - 3.5
Consumer Durables - 3.16
Insurance - 0.95
Agricultural Food & other Products - 1.19
Oil - 0.74
Chemicals & Petrochemicals - 0.9
Telecom - Services - 3.4
Auto Components - 1.19
Capital Markets - 2.04
Fertilizers & Agrochemicals - 2.15
Beverages - 1.15
Power - 0.96
Transport Infrastructure - 0.53
Leisure Services - 1.03

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