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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 Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Parag Parikh Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Parag Parikh Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹5639 Cr | ₹1442 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.09% | -0.81% |
| 6 Month | 9.67% | 10.34% |
| 1 Year | 3.19% | -0.04% |
| 3 Year | 18.19% | 13.69% |
| 5 Year | 20.28% | 18.07% |
SIP Return Analysis
| Scheme Name | Parag Parikh Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.74% | 0.62% |
| 1 Year | 9.19% | 8.97% |
| 3 Year | 15.7% | 11.5% |
| 5 Year | 17.01% | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | Parag Parikh Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.83% | 11.54% |
| 3 Year | 22.06% | 14.89% |
| 5 Year | 24% | 13.59% |
Risk Management
| Scheme Name | Parag Parikh Tax Saver Fund Regular - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.75% | 11.71% |
| Sharp | 1.10% | 0.64% |
| Beta | 0.69% | 0.84% |
| Alpha | 4.55% | -1.57% |
Fund Managers
| Scheme Name | Parag Parikh Tax Saver Fund Regular - Growth | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Parag Parikh Tax Saver Fund Regular - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.42 | 7.78 |
| Large Cap | 71.03 | 69.16 |
| Small Cap | 13.49 | 13.86 |
| Mid Cap | 1.05 | 9.21 |
Sector Allocation
| Scheme Name |
Parag Parikh Tax Saver Fund Regular - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.42 | 7.78 |
| Technology | 11.16 | 7.24 |
| Healthcare | 4.33 | 7.32 |
| Financial Services | 36.56 | 24.07 |
| Consumer Cyclical | 9.13 | 13.81 |
| Basic Materials | 0.54 | 7.39 |
| Consumer Defensive | 7.75 | 9.37 |
| Industrials | 1.01 | 9.35 |
| Communication Services | 3.58 | 3.31 |
| Energy | 5.57 | 6.6 |
| Utilities | 5.96 | 3.77 |
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