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
| 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) | ₹4259 Cr | ₹1578 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 01 Jan 2013 | 10 May 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | 18% |
| Expense Ratio | 1.91 | 2.16 |
| Manager | Gautam Bhupal | Sudhir Kedia |
| ISIN Code | INF677K01064 | INF903J01538 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.92% | 5.62% |
| 6 Month | 26.88% | 18.2% |
| 1 Year | 50.9% | 27.31% |
| 3 Year | 21.03% | 15.19% |
| 5 Year | 21.78% | 18.88% |
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.52% | 11.79% |
| 3 Year | 44.16% | 29.63% |
| 5 Year | 75.85% | 60.74% |
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.33% | 19.41% |
| 3 Year | 56.95% | 47.92% |
| 5 Year | 86.36% | 66.18% |
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.97% | 11.71% |
| Sharp | 1.02% | 0.73% |
| Beta | 0.93% | 0.87% |
| Alpha | 1.15% | -1.4% |
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| 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 |
| Fund Manage | 13 | 8 |
| HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 2.78 | 2.62 |
| Large Cap | 51.84 | 78.9 |
| Small Cap | 22.85 | 8.17 |
| Mid Cap | 22.53 | 10.27 |
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 0.76 | 0.83 |
| Energy | 7.84 | 8.54 |
| Capital Goods | 19.87 | 2.69 |
| Technology | 7.59 | 9.05 |
| Consumer Staples | 2.67 | 8.42 |
| Automobile | 6.11 | 4.32 |
| Construction | 9.39 | 4.27 |
| Healthcare | 4.62 | 5.38 |
| Financial | 22.44 | 31.38 |
| Services | 5.57 | 10.77 |
| Consumer Discretionary | 5.74 | 3.44 |
| Metals & Mining | 3.9 | 3.17 |
| Materials | 1.25 | 2.47 |
| Communication | 1.62 | 2.87 |
| Chemicals | 0.63 | 2.36 |
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