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

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Tata ELSS Fund - Regular Plan - Growth Option

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Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth
Fund	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹4795 Cr	₹1484 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹250
Min Addl Investment	₹500	₹100
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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
1 Month	1.39%	1.78%
6 Month	4.66%	3.46%
1 Year	4.56%	5.85%
3 Year	16.1%	13.92%
5 Year	16.73%	15.24%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
6 Month	4.91%	3.41%
1 Year	18.28%	14.84%
3 Year	14.6%	12.26%
5 Year	14.9%	12.83%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
1 Year	12.29%	12.76%
3 Year	15.06%	15.05%
5 Year	14.19%	14.05%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	12.5%	11.71%
Sharp	0.7%	0.62%
Beta	0.97%	0.84%
Alpha	-0.5%	-1.39%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Others	2.85	2.04
Large Cap	61.3	69.07
Small Cap	19.45	17.35
Mid Cap	16.4	11.53

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Others	2.85	2.04
Telecom - Services	6.15	4.39
Petroleum Products	4.41	7.42
IT - Software	6.32	8.18
Pharmaceuticals & Biotechnology	4.75	4.53
Household Products	0.4	-
Construction	3.52	3.78
Finance	5.69	-
Minerals & Mining	1.49	-
Diversified FMCG	0.64	3.3
Non - Ferrous Metals	1.52	-
Banks	22.27	25.31
Leisure Services	1.88	1.37
Cement & Cement Products	2.84	5.21
Capital Markets	2.14	-
Healthcare Equipment & Supplies	0.16	-
Insurance	3.58	-
Auto Components	8.49	2.06
Electrical Equipment	1.45	-
Agricultural, Commercial & Construction Vehicles	0.56	-
Realty	2.2	-
Aerospace & Defense	1.22	-
Industrial Products	5.34	3.03
Consumer Durables	0.76	2.66
Consumable Fuels	0.95	-
Fertilizers & Agrochemicals	1.06	2.29
Transport Services	1.05	-
Retailing	1.62	1.38
Power	2.35	4.07
Beverages	1.11	3.61
Healthcare Services	1.23	1.43
Gas	-	2.94
Industrial Manufacturing	-	0.63
IT - Services	-	0.85
Automobiles	-	5.77
Oil	-	0.76
Personal Products	-	1.9
Ferrous Metals	-	1.08