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Sundaram Diversified Equity (ELSS) Regular Plan vs Tata ELSS Tax Saver Fund compare

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tortoise-icon Tata ELSS Fund - Regular Plan - Growth Option

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tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4595 Cr ₹1489 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 -2.51% -0.92%
6 Month 8.85% 9.76%
1 Year 0.64% 3.44%
3 Year 14.62% 12.97%
5 Year 19.84% 19.02%

SIP Return Analysis

Scheme Name Tata ELSS Fund - Regular Plan - Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 2.26% 4.13%
1 Year 1.42% 7.43%
3 Year 13.14% 12.45%
5 Year 14.63% 13.72%

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% 0.75%
Beta 0.96% 0.85%
Alpha 0.66% -0.99%

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 8.42 13.97
Large Cap 59.84 68.83
Small Cap 21.73 7.44
Mid Cap 10.01 9.76

Sector Allocation

Scheme Name

Tata ELSS Fund - Regular Plan - Growth Option

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 4.55 13.97
Communication Services 4.22 3.29
Energy 5.27 6.49
Technology 6.27 5.44
Basic Materials 7.14 6.38
Industrials 14.5 5.93
Financial Services 34.15 29.04
Consumer Defensive 1.76 7.3
Healthcare 3.38 5.49
Consumer Cyclical 13.87 13.47
Real Estate 2.4 -
Utilities 2.51 3.19

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