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Sundaram Diversified Equity (ELSS) Regular Plan vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4711 Cr | ₹1519 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 18% |
| Expense Ratio | 1.82 | 2.2 |
| Manager | Sailesh Jain | Sudhir Kedia |
| ISIN Code | INF277K01I52 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.14% | -2.55% |
| 6 Month | 2.9% | 5% |
| 1 Year | 0.34% | 2.67% |
| 3 Year | 14.92% | 13.24% |
| 5 Year | 19.73% | 18.98% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.47% | 4.72% |
| 1 Year | 0.65% | 5.94% |
| 3 Year | 12.84% | 11.93% |
| 5 Year | 14.46% | 13.45% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.05% | 11.72% |
| 3 Year | 14.97% | 14.94% |
| 5 Year | 13.83% | 13.5% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.32% | 11.71% |
| Sharp | 0.72% | 0.97% |
| Beta | 0.96% | 0.88% |
| Alpha | 0.66% | -1.6% |
Fund Managers
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Sudhir Kedia |
| Total AUM | ₹17041 Cr | ₹10423 Cr |
| Funds Managed | 7 | 8 |
| Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 9.09 | 6.9 |
| Large Cap | 59.32 | 70.32 |
| Small Cap | 21.35 | 9.79 |
| Mid Cap | 10.24 | 12.98 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 5.19 | 5.92 |
| Communication Services | 4.32 | 5.01 |
| Energy | 5.51 | 6.37 |
| Technology | 6.75 | 6.64 |
| Basic Materials | 6.85 | 6.34 |
| Consumer Cyclical | 14.22 | 11.74 |
| Industrials | 13.87 | 10.48 |
| Financial Services | 34.15 | 31.88 |
| Healthcare | 3.23 | 6.69 |
| Real Estate | 2.46 | - |
| Utilities | 2.45 | 1.86 |
| Consumer Defensive | 1 | 7.07 |
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