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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 Value Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4748 Cr | ₹1477 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.87% | -2.72% |
| 6 Month | -1.12% | -1.61% |
| 1 Year | 5.32% | 7.83% |
| 3 Year | 14.42% | 12.45% |
| 5 Year | 14.4% | 13.27% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.65% | 0.34% |
| 1 Year | 9.52% | 8.29% |
| 3 Year | 12% | 10.28% |
| 5 Year | 13.46% | 11.74% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.2% | 12.65% |
| 3 Year | 15.07% | 15.04% |
| 5 Year | 14.21% | 14.05% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 11.71% |
| Sharp | 0.77% | 0.72% |
| Beta | 0.97% | 0.84% |
| Alpha | -0.59% | -1.07% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.06 | 3.54 |
| Large Cap | 57.83 | 67.68 |
| Small Cap | 18.25 | 19.22 |
| Mid Cap | 12.85 | 9.57 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2 | 1.7 |
| Communication Services | 6.24 | 4.42 |
| Energy | 5.48 | 8.37 |
| Technology | 7.42 | 8.45 |
| Basic Materials | 6.88 | 7.18 |
| Industrials | 13.7 | 10.4 |
| Financial Services | 33.8 | 25.23 |
| Consumer Defensive | 1.15 | 8.86 |
| Healthcare | 4.59 | 5.89 |
| Consumer Cyclical | 14.2 | 11.55 |
| Real Estate | 2.15 | - |
| Utilities | 2.4 | 7.96 |
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