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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.13% | 0.9% |
| 6 Month | 5.85% | 4.64% |
| 1 Year | 5.95% | 7.15% |
| 3 Year | 15.08% | 12.71% |
| 5 Year | 17.76% | 16.57% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.45% | 1.85% |
| 1 Year | 13.87% | 11.76% |
| 3 Year | 14.85% | 12.33% |
| 5 Year | 15.29% | 13.18% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.49% | 12.94% |
| 3 Year | 15.03% | 15.13% |
| 5 Year | 14.05% | 13.99% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.16% | 11.71% |
| Sharp | 0.66% | 0.62% |
| Beta | 0.97% | 0.84% |
| Alpha | -0.46% | -1.89% |
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 | 8.81 | 5.8 |
| Large Cap | 60.41 | 68.38 |
| Small Cap | 20.81 | 16.04 |
| Mid Cap | 9.97 | 9.78 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.65 | 5.8 |
| Communication Services | 4.41 | 4.3 |
| Energy | 5.45 | 7.96 |
| Technology | 6.25 | 7.33 |
| Basic Materials | 7.32 | 8.69 |
| Industrials | 15.33 | 9.63 |
| Financial Services | 34.31 | 24.53 |
| Consumer Defensive | 1.85 | 8.9 |
| Healthcare | 3.39 | 5.89 |
| Consumer Cyclical | 13.04 | 9.62 |
| Real Estate | 2.54 | - |
| Utilities | 2.47 | 7.34 |
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