- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Diversified Equity (ELSS) Regular Plan vs Quant ELSS Tax Saver Fund Regular Plan compare
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Fund | Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1468 Cr | ₹10279 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹250 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 22 Nov 1999 | 31 Mar 2000 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 18% | % |
| Expense Ratio | 2.21 | 1.71 |
| Manager | Sudhir Kedia | Vasav Sahgal |
| ISIN Code | INF903J01538 | INF966L01135 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.81% | 3.05% |
| 6 Month | -1.96% | -2.13% |
| 1 Year | 4.66% | -8.5% |
| 3 Year | 17.43% | 20.58% |
| 5 Year | 21.59% | 33.06% |
SIP Return Analysis
| Scheme Name | Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 6.53% | 8.77% |
| 1 Year | 5.71% | -0.31% |
| 3 Year | 13.14% | 14.21% |
| 5 Year | 14.59% | 19.58% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.98% | 16.12% |
| 3 Year | 14.87% | 17.67% |
| 5 Year | 13.4% | 18.02% |
Risk Management
| Scheme Name | Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.71% | 17.25% |
| Sharp | 0.72% | 0.536% |
| Beta | 0.87% | 1.135% |
| Alpha | -1.4% | 0.439% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Name | Sudhir Kedia | Vasav Sahgal |
| Total AUM | ₹10423 Cr | ₹46505 Cr |
| Funds Managed | 8 | 21 |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
| Scheme Name |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 4.28 | 7.96 |
| Large Cap | 71.87 | 80.35 |
| Mid Cap | 13.89 | 5.17 |
| Small Cap | 9.96 | 6.52 |
Sector Allocation
| Scheme Name |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 4.28 | 7.96 |
| 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 | - |
| Energy | - | 15.06 |
| Healthcare | - | 10.6 |
| Industrials | - | 7.7 |
| Basic Materials | - | 7.52 |
| Consumer Defensive | - | 10.65 |
| Financial Services | - | 16.54 |
| Real Estate | - | 0.63 |
| Utilities | - | 16.14 |
| Consumer Cyclical | - | 6.88 |
| Technology | - | 0.33 |
Top Comparisons
ITI Multi Cap Fund Regular - Growth
3Y Returns23.98%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns26.62%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns19.15%
360 ONE FlexiCap Fund Regular - Growth
3Y Returns0%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns11.36%
Axis Equity ETFs FOF - Regular Plan - Growth Option
3Y Returns17.14%
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns9.61%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns11.37%
