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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.49% | 3.12% |
| 6 Month | 7.07% | 6.15% |
| 1 Year | 7.12% | 9% |
| 3 Year | 15.2% | 12.98% |
| 5 Year | 18.26% | 17.26% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.53% | 2.25% |
| 1 Year | 14.53% | 12.57% |
| 3 Year | 14.7% | 12.24% |
| 5 Year | 15.02% | 12.95% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.49% | 12.94% |
| 3 Year | 15.03% | 15.13% |
| 5 Year | 14.05% | 13.99% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.16% | 11.71% |
| Sharp | 0.66% | 0.62% |
| Beta | 0.97% | 0.84% |
| Alpha | -0.46% | -1.89% |
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 | 8.5 | 2.9 |
| Large Cap | 59.62 | 71.59 |
| Small Cap | 21.72 | 16.93 |
| Mid Cap | 10.16 | 8.58 |
Sector Allocation
| 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 |
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