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Sundaram Diversified Equity (ELSS) Regular Plan vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15413 Cr | ₹1468 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 36.4% | 18% |
| Expense Ratio | 1.7 | 2.21 |
| Manager | Dhruv Muchhal | Sudhir Kedia |
| ISIN Code | INF179K01BB8 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.02% | -3.93% |
| 6 Month | -11.02% | -13.26% |
| 1 Year | 6.42% | 0.48% |
| 3 Year | 20.95% | 11.68% |
| 5 Year | 26.05% | 18.09% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | -6.87% | -7.99% |
| 1 Year | -9.14% | -13.84% |
| 3 Year | 17.86% | 8.2% |
| 5 Year | 21.04% | 12.81% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.75% | 12.34% |
| 3 Year | 15.14% | 14.95% |
| 5 Year | 14.93% | 13.23% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.311% | 11.71% |
| Sharp | 1.077% | 0.37% |
| Beta | 0.848% | 0.87% |
| Alpha | 7.78% | -1.18% |
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Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sudhir Kedia |
| Total AUM | ₹520687 Cr | ₹10423 Cr |
| Funds Managed | 40 | 8 |
| HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 7.25 | 2.97 |
| Large Cap | 75.98 | 72.95 |
| Mid Cap | 6.34 | 13.54 |
| Small Cap | 10.42 | 10.55 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 6.95 | 3.49 |
| Communication Services | 5.85 | 5.72 |
| Energy | 0.59 | 5.64 |
| Technology | 6.67 | 9.46 |
| Basic Materials | 5.51 | 5.22 |
| Industrials | 5.95 | 12.55 |
| Financial Services | 40.82 | 32.12 |
| Healthcare | 10.74 | 7.01 |
| Consumer Cyclical | 13.5 | 10.1 |
| Utilities | 1.27 | 1.44 |
| Real Estate | 1.15 | - |
| Consumer Defensive | 1.02 | 7.23 |
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