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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) | 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 | ₹513.70 (16 Sep 2026) | ₹458.24 (17 Sep 2026) |
| Rating | ★ | ★★★★★ |
| Benchmark | NIFTY 500 - TRI | NIFTY 500 - TRI |
| Fund Manager | S. Bharath | Sandeep Tandon |
| Inception | 01 Jan 2013 | 07 Jan 2013 |
| Returns | ||
| 1Y | -7.39% | 9.73% |
| 3Y | 6.99% | 13.52% |
| 5Y | 8.49% | 14.64% |
| Since Inception | 12.84% | 19.56% |
| Risk | ||
| 12.43 | 16.32 | |
| 0.89 | 1.09 | |
| 0.67 | 0.75 | |
| -0.25 | 2.04 | |
| 1.16 | 1.52 | |
| -12.88% | -10.46% | |
| Costs | ||
| Expense Ratio | 1.76% | 1.21% |
| Exit Load | — | Nil |
| Min SIP | ₹500 | ₹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 MF85%
Quant MF85%
14.8%Only 14.8% 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
ICICI Bank Ltd.6.68%9.85%
Bharti Airtel Ltd.3.62%4.20%
Infosys Ltd.3.30%2.60%
Reliance Industries Ltd.3.44%1.88%
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