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

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)	₹15678 Cr	₹1578 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹250
Min Addl Investment	₹500	₹500
Launch Date	05 Mar 1996	10 May 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	36.4%	18%
Expense Ratio	1.73	2.16
Manager	Dhruv Muchhal	Sudhir Kedia
ISIN Code	INF179K01BB8	INF903J01538
Exits Load	Nil/365	Nil/365

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	1.2%	-1.84%
6 Month	19.01%	14.26%
1 Year	47.09%	26.79%
3 Year	25.91%	12.93%
5 Year	23.51%	17.56%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-	-
1 Year	20.44%	11.79%
3 Year	51.61%	29.63%
5 Year	94.31%	60.74%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	24.54%	19.41%
3 Year	69.28%	47.92%
5 Year	101.07%	66.18%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	11.39%	11.71%
Sharp	1.57%	0.74%
Beta	0.85%	0.88%
Alpha	6.77%	-1.01%

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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
Fund Manage	40	8
	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	8.08	2.62
Large Cap	77.32	78.9
Small Cap	7.54	8.17
Mid Cap	7.06	10.27

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	7.82	0.83
Telecom - Services	5.14	-
Petroleum Products	0.2	-
IT - Software	10.43	-
Construction	1.02	4.27
Banks	36.46	-
Agricultural, Commercial & Construction Vehicles	1.32	-
Pharmaceuticals & Biotechnology	7.77	-
Automobiles	6.42	-
Aerospace & Defense	2.35	-
Ferrous Metals	0.78	-
Healthcare Services	4.59	-
Insurance	4.98	-
IT - Services	0.64	-
Transport Services	0.26	-
Consumer Durables	1.79	-
Oil	0.79	-
Entertainment	0.39	-
Auto Components	0.17	-
Retailing	0.96	-
Power	1.96	-
Realty	2.29	-
Beverages	0.9	-
Commercial Services & Supplies	0.57	-
Energy	-	8.54
Technology	-	9.05
Materials	-	2.47
Financial	-	31.38
Consumer Staples	-	8.42
Healthcare	-	5.38
Chemicals	-	2.36
Metals & Mining	-	3.17
Capital Goods	-	2.69
Automobile	-	4.32
Consumer Discretionary	-	3.44
Services	-	10.77
Communication	-	2.87