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 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 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)	₹4582 Cr	₹1488 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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	2.47%	2.89%
6 Month	-0.09%	2.3%
1 Year	3.77%	4.63%
3 Year	20.74%	18.07%
5 Year	22.24%	20.99%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	9.83%	9.27%
1 Year	9.95%	11.84%
3 Year	17.79%	15.4%
5 Year	17.67%	15.86%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	13.57%	11.98%
3 Year	14.8%	14.87%
5 Year	13.66%	13.4%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	14.43%	11.71%
Sharp	0.77%	0.72%
Beta	0.97%	0.87%
Alpha	0.64%	-1.4%

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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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	5.12	4.28
Large Cap	60.14	71.87
Small Cap	24.69	9.96
Mid Cap	10.05	13.89

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	4.54	4.28
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	-	5.38
IT - Software	-	5.74
Retailing	-	2.79
Cement & Cement Products	-	3.91
IT - Services	-	0.53
Construction	-	3.15
Diversified FMCG	-	5.23
Banks	-	29.24
Pharmaceuticals & Biotechnology	-	5.34
Industrial Manufacturing	-	0.93
Automobiles	-	5.42
Healthcare Services	-	2.38
Finance	-	2.46
Gas	-	1.05
Transport Services	-	1.92
Consumer Durables	-	2.62
Insurance	-	1.03
Agricultural Food & other Products	-	1.35
Industrial Products	-	0.51
Electrical Equipment	-	0.64
Oil	-	0.77
Chemicals & Petrochemicals	-	0.93
Telecom - Services	-	3.26
Auto Components	-	1.24
Capital Markets	-	2.04
Fertilizers & Agrochemicals	-	2.22
Beverages	-	1.11
Power	-	0.92
Transport Infrastructure	-	0.53
Leisure Services	-	1.08