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) | ₹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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