- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4472 Cr | ₹1461 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 | 3.06% | 1.72% |
| 6 Month | 14.83% | 15.31% |
| 1 Year | -2.7% | -0.36% |
| 3 Year | 15.44% | 12.99% |
| 5 Year | 19.56% | 18.4% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.82% | 3.28% |
| 1 Year | 7.24% | 10.49% |
| 3 Year | 13.99% | 12.62% |
| 5 Year | 14.86% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.05% | 11.72% |
| 3 Year | 14.97% | 14.94% |
| 5 Year | 13.83% | 13.5% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.41% | 11.71% |
| Sharp | 0.56% | 0.58% |
| Beta | 0.97% | 0.84% |
| Alpha | 0.41% | -1.04% |
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 | 8.42 | 13.97 |
| Large Cap | 59.84 | 68.83 |
| Small Cap | 21.73 | 7.44 |
| Mid Cap | 10.01 | 9.76 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.55 | 13.97 |
| Communication Services | 4.22 | 3.29 |
| Energy | 5.27 | 6.49 |
| Technology | 6.27 | 5.44 |
| Basic Materials | 7.14 | 6.38 |
| Industrials | 14.5 | 5.93 |
| Financial Services | 34.15 | 29.04 |
| Consumer Defensive | 1.76 | 7.3 |
| Healthcare | 3.38 | 5.49 |
| Consumer Cyclical | 13.87 | 13.47 |
| Real Estate | 2.4 | - |
| Utilities | 2.51 | 3.19 |
Top Comparisons
Invesco India Financial Services Fund - Retail Growth
3Y Returns19.2%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns15.98%
SBI Focused Fund - Regular Plan -Growth
3Y Returns15.43%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16%
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
3Y Returns16.88%
Quant Flexi Cap Fund-Growth
3Y Returns15.68%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.99%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.28%
