- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Diversified Equity (ELSS) Regular Plan vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3977 Cr | ₹1468 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 27 Feb 2006 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | 18% |
| Expense Ratio | 1.89 | 2.21 |
| Manager | Gautam Bhupal | Sudhir Kedia |
| ISIN Code | INF677K01064 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.84% | 4.52% |
| 6 Month | -12.75% | -11.15% |
| 1 Year | 10.2% | 2.9% |
| 3 Year | 14.99% | 10.72% |
| 5 Year | 26.13% | 23.67% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | -6.16% | -3.37% |
| 1 Year | -8.57% | -6.53% |
| 3 Year | 18.36% | 11.17% |
| 5 Year | 18.23% | 14.43% |
Rolling Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.01% | 12.34% |
| 3 Year | 14.15% | 14.95% |
| 5 Year | 13.19% | 13.23% |
Risk Management
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.421% | 11.71% |
| Sharp | 0.548% | 0.37% |
| Beta | 0.99% | 0.87% |
| Alpha | 2.056% | -1.18% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Gautam Bhupal | Sudhir Kedia |
| Total AUM | ₹25949 Cr | ₹10423 Cr |
| Funds Managed | 13 | 8 |
| HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.39 | 2.97 |
| Large Cap | 48.17 | 72.95 |
| Small Cap | 26.02 | 10.55 |
| Mid Cap | 23.42 | 13.54 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 0.62 | 3.49 |
| Energy | 4.19 | 5.64 |
| Industrials | 18.01 | 12.55 |
| Technology | 12.24 | 9.46 |
| Consumer Defensive | 3.2 | 7.23 |
| Consumer Cyclical | 19.36 | 10.1 |
| Healthcare | 5.83 | 7.01 |
| Financial Services | 23.48 | 32.12 |
| Basic Materials | 6.44 | 5.22 |
| Utilities | 3.21 | 1.44 |
| Communication Services | 1.91 | 5.72 |
| Real Estate | 1.51 | - |
Top Comparisons
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns21.14%
Quant Quantamental Fund Regular - Growth
3Y Returns19.32%
Franklin India Opportunities Fund - Growth
3Y Returns25.94%
Quant Quantamental Fund Regular - Growth
3Y Returns19.32%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns14.18%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns18.49%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns6.33%
LIC MF Short Term Debt Fund Regular - Growth
3Y Returns5.7%
