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Sundaram Diversified Equity (ELSS) Regular Plan vs Parag Parikh Tax Saver Fund Regular compare
Parag Parikh Tax Saver Fund Regular - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
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) | ₹5538 Cr | ₹1489 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 | 2.2 |
| 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 | -0.94% | -0.92% |
| 6 Month | 7.78% | 9.76% |
| 1 Year | 7.6% | 3.44% |
| 3 Year | 18.45% | 12.97% |
| 5 Year | 22.26% | 19.02% |
SIP Return Analysis
| Scheme Name | Parag Parikh Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.87% | 4.13% |
| 1 Year | 7.44% | 7.43% |
| 3 Year | 16.74% | 12.45% |
| 5 Year | 17.86% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | Parag Parikh Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.57% | 11.72% |
| 3 Year | 22.15% | 14.94% |
| 5 Year | 24.48% | 13.5% |
Risk Management
| Scheme Name | Parag Parikh Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.65% | 11.71% |
| Sharp | 1.24% | 0.75% |
| Beta | 0.66% | 0.85% |
| Alpha | 5.77% | -0.99% |
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 | 15.23 | 13.97 |
| Large Cap | 71.06 | 68.83 |
| Small Cap | 12.44 | 7.44 |
| Mid Cap | 1.27 | 9.76 |
Sector Allocation
| Scheme Name |
Parag Parikh Tax Saver Fund Regular - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 15.23 | 13.97 |
| Technology | 11.22 | 5.44 |
| Healthcare | 4.36 | 5.49 |
| Financial Services | 29.49 | 29.04 |
| Consumer Cyclical | 15.94 | 13.47 |
| Basic Materials | 0.59 | 6.38 |
| Consumer Defensive | 7 | 7.3 |
| Industrials | 1 | 5.93 |
| Communication Services | 3.62 | 3.29 |
| Energy | 5.58 | 6.49 |
| Utilities | 5.97 | 3.19 |
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