Sundaram Diversified Equity (ELSS) Regular Plan vs HDFC ELSS Tax saver Fund compare

HDFC ELSS Tax saver Fund - Growth Plan

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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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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)	₹15935 Cr	₹1560 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	1.71	2.17
Manager	Dhruv Muchhal	Sudhir Kedia
ISIN Code	INF179K01BB8	INF903J01538
Exits Load	Data not available./365	Data not available./365

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	0.72%	2.06%
6 Month	2.91%	1.89%
1 Year	22.3%	12.52%
3 Year	22.13%	13.41%
5 Year	20.59%	15.61%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-	-
1 Year	13.06%	8.5%
3 Year	25.83%	16.12%
5 Year	25.82%	18.08%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	17.61%	12.31%
3 Year	14.99%	15.05%
5 Year	14.82%	13.08%

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%	0.63%
Beta	0.85%	0.88%
Alpha	6.77%	-1.04%

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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	7.59	4.07
Large Cap	77.22	71.5
Mid Cap	5.65	15.65
Small Cap	9.54	8.91

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	7.59	4.07
Telecom - Services	5.35	3.46
Petroleum Products	0.17	4.82
IT - Software	8.25	8.45
Cement & Cement Products	1.56	2.65
Construction	1.02	3.63
Banks	36.8	25.97
Agricultural, Commercial & Construction Vehicles	1.18	-
Pharmaceuticals & Biotechnology	7.45	7.38
Automobiles	8.99	2.9
Aerospace & Defense	1.47	-
Ferrous Metals	1.12	1.15
Healthcare Services	4.39	1.05
Insurance	5.76	1.98
IT - Services	0.55	-
Transport Services	0.22	3.24
Consumer Durables	1.95	4.16
Oil	0.42	0.83
Entertainment	0.31	-
Fertilizers & Agrochemicals	0.18	-
Auto Components	0.15	1
Retailing	0.84	2.58
Power	1.31	1
Realty	1.44	0.35
Beverages	1	1.86
Commercial Services & Supplies	0.53	-
Diversified FMCG	-	3.36
Chemicals & Petrochemicals	-	1.34
Electrical Equipment	-	2.21
Finance	-	3.86
Gas	-	0.64
Agricultural Food & other Products	-	1.09
Industrial Products	-	0.85
Capital Markets	-	2.07
Transport Infrastructure	-	0.56
Leisure Services	-	1.62