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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) | ₹4795 Cr | ₹1484 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 | -0.67% | -0.36% |
| 6 Month | 2.93% | 1.97% |
| 1 Year | 4.52% | 6.4% |
| 3 Year | 16.02% | 13.91% |
| 5 Year | 16.79% | 15.46% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.97% | 0.56% |
| 1 Year | 12.11% | 9.38% |
| 3 Year | 13.8% | 11.29% |
| 5 Year | 14.64% | 12.5% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.33% | 12.78% |
| 3 Year | 15.02% | 15.08% |
| 5 Year | 14.15% | 14.04% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.5% | 11.71% |
| Sharp | 0.7% | 0.62% |
| Beta | 0.97% | 0.84% |
| Alpha | -0.5% | -1.39% |
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 | 10.14 | 3.71 |
| Large Cap | 58.47 | 69.67 |
| Small Cap | 18.46 | 16.7 |
| Mid Cap | 12.93 | 9.92 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.83 | 2.04 |
| Communication Services | 6.15 | 4.39 |
| Energy | 5.36 | 8.19 |
| Technology | 7.47 | 8.18 |
| Basic Materials | 7.08 | 8.47 |
| Industrials | 14.08 | 10.28 |
| Financial Services | 33.69 | 25.31 |
| Consumer Defensive | 1.75 | 8.81 |
| Healthcare | 4.49 | 5.96 |
| Consumer Cyclical | 12.56 | 11.36 |
| Real Estate | 2.2 | - |
| Utilities | 2.35 | 7.01 |
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