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 Value Fund - 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 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)	₹5791 Cr	₹1481 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

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
1 Month	1.39%	0.91%
6 Month	2.25%	4.5%
1 Year	4.19%	3.19%
3 Year	16.24%	12.38%
5 Year	19.18%	16.16%

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
6 Month	1.03%	2.56%
1 Year	8.9%	13.21%
3 Year	14.2%	11.97%
5 Year	15.93%	12.73%

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
1 Year	20.72%	12.83%
3 Year	21.89%	15.09%
5 Year	23.38%	14.02%

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	9.38%	11.37%
Sharp	0.95%	0.54%
Beta	0.66%	0.84%
Alpha	3.20%	-1.16%

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

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
Others	14.44	4.41
Large Cap	71.06	67.49
Small Cap	13.53	16.67
Mid Cap	0.97	11.41

Scheme Name	Parag Parikh Tax Saver Fund Regular - Growth	Sundaram Value Fund - Regular Plan - Growth
Others	13.5	4.41
Technology	10.79	-
Healthcare	4.09	-
Financial Services	35.64	-
Consumer Cyclical	9.39	-
Basic Materials	0.49	-
Consumer Defensive	8.38	-
Industrials	2.35	-
Communication Services	3.72	-
Energy	5.51	-
Utilities	6.13	-
Petroleum Products	-	7.16
Gas	-	3.08
IT - Software	-	7.32
Retailing	-	1.49
Construction	-	3.76
Banks	-	24.53
Cement & Cement Products	-	5.39
Pharmaceuticals & Biotechnology	-	4.43
Industrial Manufacturing	-	0.67
Healthcare Services	-	1.46
IT - Services	-	0.88
Industrial Products	-	2.88
Diversified FMCG	-	3.43
Automobiles	-	5.51
Consumer Durables	-	1.82
Beverages	-	3.55
Oil	-	0.8
Telecom - Services	-	4.3
Auto Components	-	2.08
Personal Products	-	1.92
Fertilizers & Agrochemicals	-	2.27
Power	-	4.26
Leisure Services	-	1.45
Ferrous Metals	-	1.13