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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) | ₹1477 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 | -0.08% | -3.22% |
| 6 Month | 0.58% | -1.34% |
| 1 Year | 8.88% | 5.75% |
| 3 Year | 13.51% | 14.05% |
| 5 Year | 13.99% | 19.69% |
SIP Return Analysis
| Scheme Name | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.34% | -2.01% |
| 1 Year | 8.29% | 5.23% |
| 3 Year | 10.28% | 8.56% |
| 5 Year | 11.74% | 13% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.65% | 16.59% |
| 3 Year | 15.04% | 17.65% |
| 5 Year | 14.05% | 17.69% |
Risk Management
| Scheme Name | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.71% | 15.87% |
| Sharp | 0.72% | 0.59% |
| Beta | 0.84% | 1.17% |
| Alpha | -1.07% | -3.04% |
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 | 3.54 | 15.35 |
| Large Cap | 67.68 | 72.88 |
| Small Cap | 19.22 | 4.92 |
| Mid Cap | 9.57 | 6.85 |
Sector Allocation
| Scheme Name |
Sundaram Value Fund - Regular Plan - Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 1.7 | 5 |
| Energy | 8.37 | 11.98 |
| Utilities | 7.96 | 15.48 |
| Technology | 8.45 | 3.93 |
| Consumer Cyclical | 11.55 | 10.6 |
| Industrials | 10.4 | 11.68 |
| Financial Services | 25.23 | 22.64 |
| Basic Materials | 7.18 | 4.8 |
| Healthcare | 5.89 | 5.23 |
| Consumer Defensive | 8.86 | 5.8 |
| Communication Services | 4.42 | - |
| Real Estate | - | 2.86 |
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