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

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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 Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4398 Cr	₹1468 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	2.21
Manager	Sailesh Jain	Sudhir Kedia
ISIN Code	INF277K01I52	INF903J01538
Exits Load	Data not available./365	Data not available./365

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	3.64%	1.83%
6 Month	2.18%	4.25%
1 Year	11.24%	8.01%
3 Year	18.85%	16.23%
5 Year	24.7%	23.59%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	4.69%	5.26%
1 Year	3.02%	5.33%
3 Year	16.54%	14.04%
5 Year	17.06%	15.28%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	13.97%	12.34%
3 Year	14.85%	14.95%
5 Year	13.39%	13.23%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	14.429%	11.71%
Sharp	0.451%	0.57%
Beta	0.972%	0.87%
Alpha	0.237%	-0.89%

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Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name	Sailesh Jain	Sudhir Kedia
Total AUM	₹17041 Cr	₹10423 Cr
Funds Managed	7	8
	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	5.12	3.87
Large Cap	60.14	72.32
Small Cap	24.69	10.66
Mid Cap	10.05	13.14

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	4.54	3.87
Communication Services	3.74	-
Energy	5.19	-
Technology	7.95	-
Basic Materials	7.21	-
Consumer Cyclical	16.2	-
Industrials	13.81	-
Financial Services	31.02	-
Healthcare	3.54	-
Real Estate	2.78	-
Utilities	2.54	-
Consumer Defensive	1.49	-
Petroleum Products	-	5.03
IT - Software	-	6.08
Retailing	-	3.33
Cement & Cement Products	-	3
IT - Services	-	0.55
Construction	-	3.83
Diversified FMCG	-	3.72
Banks	-	28.3
Pharmaceuticals & Biotechnology	-	5.19
Industrial Manufacturing	-	0.92
Automobiles	-	5.43
Healthcare Services	-	2.28
Electrical Equipment	-	0.89
Finance	-	3.64
Gas	-	1.04
Transport Services	-	3.5
Consumer Durables	-	3.16
Insurance	-	0.95
Agricultural Food & other Products	-	1.19
Oil	-	0.74
Chemicals & Petrochemicals	-	0.9
Telecom - Services	-	3.4
Auto Components	-	1.19
Capital Markets	-	2.04
Fertilizers & Agrochemicals	-	2.15
Beverages	-	1.15
Power	-	0.96
Transport Infrastructure	-	0.53
Leisure Services	-	1.03