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)	₹4717 Cr	₹1481 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	0.94%	0.91%
6 Month	5.09%	4.5%
1 Year	1.46%	3.19%
3 Year	14.26%	12.38%
5 Year	17.41%	16.16%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
6 Month	4.75%	2.62%
1 Year	17.27%	13.58%
3 Year	15.25%	12.47%
5 Year	15.45%	13.18%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
1 Year	12.35%	12.83%
3 Year	15.06%	15.09%
5 Year	14.1%	14.02%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	12.5%	11.71%
Sharp	0.72%	0.62%
Beta	0.97%	0.84%
Alpha	-0.86%	-1.89%

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	3.22	4.41
Large Cap	62.1	67.49
Small Cap	21.39	16.67
Mid Cap	13.29	11.41

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Others	3.22	4.41
Telecom - Services	4.41	4.3
Petroleum Products	4.25	7.16
IT - Software	6.11	7.32
Pharmaceuticals & Biotechnology	4.56	4.43
Household Products	0.98	-
Construction	3.93	3.76
Finance	6.4	-
Minerals & Mining	1.38	-
Diversified FMCG	0.65	3.43
Non - Ferrous Metals	1.62	-
Banks	24.14	24.53
Cement & Cement Products	2.97	5.39
Leisure Services	1.97	1.45
Capital Markets	0.95	-
Healthcare Equipment & Supplies	0.19	-
Insurance	2.83	-
Automobiles	0.82	5.51
Consumer Durables	0.81	1.82
Realty	2.54	-
Aerospace & Defense	1.29	-
Industrial Products	5.49	2.88
Auto Components	7.78	2.08
Electrical Equipment	1.24	-
Consumable Fuels	1.19	-
Fertilizers & Agrochemicals	1.14	2.27
Transport Services	1.01	-
Retailing	1.81	1.49
Power	2.47	4.26
Textiles & Apparels	0.43	-
Beverages	1.19	3.55
Healthcare Services	0.23	1.46
Gas	-	3.08
Industrial Manufacturing	-	0.67
IT - Services	-	0.88
Oil	-	0.8
Personal Products	-	1.92
Ferrous Metals	-	1.13