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

HSBC ELSS Tax saver Fund - Regular Growth

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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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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)	₹4253 Cr	₹1560 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	2.17
Manager	Gautam Bhupal	Sudhir Kedia
ISIN Code	INF677K01064	INF903J01538
Exits Load	Data not available./365	Data not available./365

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	-6.72%	-3.92%
6 Month	-1.52%	-5.2%
1 Year	21.47%	8.24%
3 Year	15.56%	10.74%
5 Year	17.27%	14.25%

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-	-
1 Year	10.44%	0.78%
3 Year	23.28%	13.29%
5 Year	21.53%	16.21%

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	13.57%	12.31%
3 Year	14.07%	15.05%
5 Year	13.1%	13.08%

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%	0.49%
Beta	0.93%	0.88%
Alpha	1.15%	-1.21%

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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	1.69	4.07
Large Cap	49.86	71.5
Small Cap	28.06	8.91
Mid Cap	20.39	15.65

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	1.69	4.07
Petroleum Products	2.86	4.82
Electrical Equipment	10.34	2.21
IT - Software	8.94	8.45
Food Products	1.12	-
Retailing	4.92	2.58
Auto Components	3.58	1
Construction	4.35	3.63
Personal Products	0.88	-
Healthcare Services	2.27	1.05
Banks	14.31	25.97
Agricultural, Commercial & Construction Vehicles	0.61	-
Pharmaceuticals & Biotechnology	3.23	7.38
Leisure Services	2.26	1.62
Aerospace & Defense	2.3	-
Chemicals & Petrochemicals	1.6	1.34
Consumer Durables	5.08	4.16
Automobiles	2.81	2.9
Capital Markets	2.32	2.07
Agricultural Food & other Products	1.34	1.09
Finance	6.22	3.86
Power	2.47	1
Oil	1.05	0.83
Ferrous Metals	1.94	1.15
Gas	0.92	0.64
Realty	2.26	0.35
Household Products	0.47	-
Industrial Products	2.69	0.85
Telecom - Services	1.77	3.46
Industrial Manufacturing	1.59	-
Cement & Cement Products	0.72	2.65
Textiles & Apparels	1.09	-
Diversified FMCG	-	3.36
Transport Services	-	3.24
Insurance	-	1.98
Beverages	-	1.86
Transport Infrastructure	-	0.56