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	3.21%	1.81%
6 Month	2.05%	-1.96%
1 Year	12.84%	4.66%
3 Year	21.86%	17.43%
5 Year	26.24%	21.59%

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	7.08%	6.53%
1 Year	11.31%	5.71%
3 Year	19.28%	13.14%
5 Year	19.69%	14.59%

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	23.61%	11.98%
3 Year	22.24%	14.87%
5 Year	24.07%	13.4%

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%	0.72%
Beta	0.659%	0.87%
Alpha	4.826%	-1.4%

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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	4.28
Large Cap	70.53	71.87
Small Cap	7.9	9.96
Mid Cap	2.51	13.89

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	18.87	4.28
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	-	5.38
IT - Software	-	5.74
Retailing	-	2.79
Cement & Cement Products	-	3.91
IT - Services	-	0.53
Construction	-	3.15
Diversified FMCG	-	5.23
Banks	-	29.24
Pharmaceuticals & Biotechnology	-	5.34
Industrial Manufacturing	-	0.93
Automobiles	-	5.42
Healthcare Services	-	2.38
Finance	-	2.46
Gas	-	1.05
Transport Services	-	1.92
Consumer Durables	-	2.62
Insurance	-	1.03
Agricultural Food & other Products	-	1.35
Industrial Products	-	0.51
Electrical Equipment	-	0.64
Oil	-	0.77
Chemicals & Petrochemicals	-	0.93
Telecom - Services	-	3.26
Auto Components	-	1.24
Capital Markets	-	2.04
Fertilizers & Agrochemicals	-	2.22
Beverages	-	1.11
Power	-	0.92
Transport Infrastructure	-	0.53
Leisure Services	-	1.08