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
| 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 | -2.28% | -3.49% |
| 6 Month | -2.61% | -3.91% |
| 1 Year | 16.16% | 10.39% |
| 3 Year | 20.78% | 11.72% |
| 5 Year | 20.88% | 14.83% |
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.45% | 5.92% |
| 3 Year | 24.2% | 15.54% |
| 5 Year | 24.96% | 17.63% |
| 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% | 0.49% |
| Beta | 0.85% | 0.88% |
| Alpha | 6.77% | -1.21% |
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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 |
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