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Sundaram Diversified Equity (ELSS) Regular Plan vs Quant ELSS Tax Saver Fund Regular Plan compare
Sundaram Value Fund - Regular Plan - Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Fund | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1481 Cr | ₹10279 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹250 | ₹500 |
| Min Addl Investment | ₹100 | ₹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 | 2.2 | 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 Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.64% | -0.47% |
| 6 Month | 4.71% | 5.74% |
| 1 Year | 3.76% | 1.01% |
| 3 Year | 12.35% | 13.59% |
| 5 Year | 16.11% | 23.74% |
SIP Return Analysis
| Scheme Name | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.62% | 3.98% |
| 1 Year | 13.58% | 18.13% |
| 3 Year | 12.47% | 13.41% |
| 5 Year | 13.18% | 16.44% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.83% | 16.83% |
| 3 Year | 15.09% | 17.78% |
| 5 Year | 14.02% | 17.55% |
Risk Management
| Scheme Name | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.71% | 17.25% |
| Sharp | 0.62% | 0.536% |
| Beta | 0.84% | 1.135% |
| Alpha | -1.89% | 0.439% |
Fund Managers
| Scheme Name | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
| Scheme Name |
Sundaram Value Fund - Regular Plan - Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 4.41 | 12.54 |
| Large Cap | 67.49 | 74.24 |
| Small Cap | 16.67 | 5.38 |
| Mid Cap | 11.41 | 7.84 |
Sector Allocation
| Scheme Name |
Sundaram Value Fund - Regular Plan - Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 4.41 | 3.25 |
| 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 | - |
| Energy | - | 12.92 |
| Technology | - | 1.39 |
| Consumer Defensive | - | 4.31 |
| Industrials | - | 11.52 |
| Basic Materials | - | 4.84 |
| Healthcare | - | 6.98 |
| Financial Services | - | 24 |
| Real Estate | - | 3.25 |
| Utilities | - | 17.97 |
| Consumer Cyclical | - | 9.58 |
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