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)	₹4550 Cr	₹1442 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	1.26%	-0.13%
6 Month	9.44%	7.47%
1 Year	-0.24%	2.01%
3 Year	16.21%	13.5%
5 Year	19.66%	18.43%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
6 Month	2.23%	1.2%
1 Year	10.59%	9.89%
3 Year	14.19%	11.94%
5 Year	14.97%	13.05%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
1 Year	12.85%	11.54%
3 Year	14.94%	14.89%
5 Year	13.91%	13.59%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	13.24%	11.71%
Sharp	0.68%	0.64%
Beta	0.98%	0.84%
Alpha	0.32%	-1.57%

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	8.5	2.9
Large Cap	59.62	71.59
Small Cap	21.72	16.93
Mid Cap	10.16	8.58

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Others	4.39	2.9
Communication Services	4.18	4.04
Energy	5.29	7.55
Technology	6.03	7.19
Basic Materials	7.06	8.81
Industrials	14.31	10.01
Financial Services	33.88	22.93
Consumer Defensive	1.83	10.1
Healthcare	3.19	7.73
Consumer Cyclical	14.67	12.8
Real Estate	2.59	-
Utilities	2.58	5.95