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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 Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
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) | ₹4595 Cr | ₹1489 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.51% | -0.92% |
| 6 Month | 8.85% | 9.76% |
| 1 Year | 0.64% | 3.44% |
| 3 Year | 14.62% | 12.97% |
| 5 Year | 19.84% | 19.02% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.26% | 4.13% |
| 1 Year | 1.42% | 7.43% |
| 3 Year | 13.14% | 12.45% |
| 5 Year | 14.63% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) 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 Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.32% | 11.71% |
| Sharp | 0.72% | 0.75% |
| Beta | 0.96% | 0.85% |
| Alpha | 0.66% | -0.99% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Sundaram Diversified Equity (ELSS) 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 Diversified Equity (ELSS) 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 |
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