⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Sundaram BNP Paribas Tax Saver 98 | Quant ELSS Tax Saver Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Quant MF |
| Category | Equity - ELSS - Tax Saver Fund | Equity - ELSS - Tax Saver Fund |
| NAV | ₹85.13 (28 Mar 2008) | ₹452.55 (16 Sep 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | BSE 200 | NIFTY 500 - TRI |
| Fund Manager | Satish Ramanathan | Sandeep Tandon |
| Inception | — | 07 Jan 2013 |
| Returns | ||
| 1Y | — | 9.73% |
| 3Y | — | 13.52% |
| 5Y | — | 14.64% |
| Since Inception | — | 19.56% |
| Risk | ||
| — | 16.32 | |
| — | 1.09 | |
| — | 0.75 | |
| — | 2.04 | |
| — | 1.52 | |
| — | -10.46% | |
| Costs | ||
| Expense Ratio | 1.58% | 1.21% |
| Exit Load | Nil | Nil |
| Min SIP | — | ₹500 |
| Min Lumpsum | ₹500 | ₹500 |
| Lock-in | None | 3 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Sundaram MF87%
Quant MF87%
12.5%Only 12.5% of holdings by weight are common between Sundaram MF and Quant MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSundaram MFQuant MF
Bharti Airtel Ltd.4.17%4.20%
Bharat Heavy Electricals Ltd.3.99%3.87%
Infosys Ltd.5.48%2.60%
Reliance Industries Ltd.7.88%1.88%
Category context: ELSS (Tax Saver) vs ELSS (Tax Saver). Open the full Screener →