- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 3.12% | 3.25% |
| 6 Month | 6.15% | 8.64% |
| 1 Year | 9% | 5.36% |
| 3 Year | 12.98% | 14.87% |
| 5 Year | 17.26% | 26.06% |
SIP Return Analysis
| Scheme Name | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.25% | 4.29% |
| 1 Year | 12.57% | 18.28% |
| 3 Year | 12.24% | 13.54% |
| 5 Year | 12.95% | 16.5% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.94% | 16.91% |
| 3 Year | 15.13% | 17.87% |
| 5 Year | 13.99% | 17.48% |
Risk Management
| Scheme Name | Sundaram Value Fund - Regular Plan - Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.37% | 17.25% |
| Sharp | 0.55% | 0.536% |
| Beta | 0.84% | 1.135% |
| Alpha | -1.63% | 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 | 2.9 | 12.54 |
| Large Cap | 71.59 | 74.24 |
| Small Cap | 16.93 | 5.38 |
| Mid Cap | 8.58 | 7.84 |
Sector Allocation
| Scheme Name |
Sundaram Value Fund - Regular Plan - Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 2.9 | 3.25 |
| Energy | 7.55 | 12.92 |
| Utilities | 5.95 | 17.97 |
| Technology | 7.19 | 1.39 |
| Consumer Cyclical | 12.8 | 9.58 |
| Industrials | 10.01 | 11.52 |
| Financial Services | 22.93 | 24 |
| Healthcare | 7.73 | 6.98 |
| Basic Materials | 8.81 | 4.84 |
| Consumer Defensive | 10.1 | 4.31 |
| Communication Services | 4.04 | - |
| Real Estate | - | 3.25 |
Top Comparisons
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.67%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.06%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.73%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns18.18%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.67%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.86%
Kotak Arbitrage Fund - Growth
3Y Returns7.3%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.98%
