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	1.59%	3.41%
6 Month	0.94%	-0.89%
1 Year	12.91%	6.42%
3 Year	18.31%	13.4%
5 Year	26.93%	21.43%

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	2.34%	2.11%
1 Year	4.87%	-0.89%
3 Year	18.6%	12.79%
5 Year	19.8%	14.93%

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%	0.35%
Beta	0.659%	0.87%
Alpha	4.826%	-1.41%

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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	3.85
Large Cap	70.53	72.56
Small Cap	7.9	10.27
Mid Cap	2.51	13.33

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	18.87	4.33
Technology	13.18	9.43
Healthcare	4.43	6.76
Financial Services	31.18	33.52
Consumer Cyclical	14.3	10.51
Basic Materials	0.28	5.59
Consumer Defensive	5.07	6.1
Energy	6.06	5.59
Utilities	5.91	1.44
Industrials	0.73	11.4
Communication Services	-	5.33