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

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Parag Parikh Tax Saver Fund Regular - Growth

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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

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%

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%

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%

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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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

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

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