Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | ![]() 3Y returns in the bottom 25% of the category. | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. |
INDMoney rank | - | 22/23 | ||
Category,Subcateogry | Equity,Elss (Tax Savings) | Equity,Elss (Tax Savings) | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 1377 Cr | 35172 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 1.67% | 0.8% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 58 | 94 | ||
Top 5 Holdings | HDFC Bank Ltd (9.44%) ICICI Bank Ltd (7.93%) Reliance Industries Ltd (4.38%) Axis Bank Ltd (3.41%) Larsen & Toubro Ltd (3.33%) | HDFC Bank Ltd (8.5%) ICICI Bank Ltd (6.47%) Bharti Airtel Ltd (4.28%) Bajaj Finance Ltd (4.08%) Infosys Ltd (3.13%) | ||
No of Sectors | 12 | 11 | ||
Top 3 Sectors | Financial Services (33.37%) Corporate (16.21%) Industrial (14.11%) | Financial Services (30.87%) Consumer Cyclical (14.78%) Industrial (11.23%) | ||
Equity % | 91.29% | 97.42% | ||
Debt % | 0.93% | - | ||
P/E | 24.7 | 30.17 | ||
P/B | 3.44 | 5.06 | ||
Credit Quality | - | - | ||
Modified Duration | 0.62 | - | ||
YTM | 6.13 | - |
1-Month Return | 0.13% | 0.75% | ||
3-Month Return | 2.12% | 1.74% | ||
6-Month Return | 14.81% | 14.03% | ||
1-Year Return | 0.22% | 0.04% | ||
3-Year Return | 15.17% | 12.6% | ||
5-Year Return | 20.95% | 16.33% |
Sharpe | 0.69 | 0.44 | ||
Alpha | 1.17 | -1.43 | ||
Beta | 0.84 | 0.88 | ||
Standard Deviation | 11.63 | 13.06 | ||
Information Ratio | 0.03 | -0.45 |
Description | Sundaram ELSS Tax Saver Fund Direct Plan - Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Axis ELSS Tax Saver Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Rohit Seksaria,Bharath Subramanian | Shreyash Devalkar,Ashish Naik |