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) | ₹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 | 5.16% | 2.06% |
| 6 Month | 6.44% | 1.89% |
| 1 Year | 33.79% | 12.52% |
| 3 Year | 19.44% | 13.41% |
| 5 Year | 19.54% | 15.61% |
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 26.78% | 8.5% |
| 3 Year | 28.15% | 16.12% |
| 5 Year | 24.39% | 18.08% |
| 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% | 0.63% |
| Beta | 0.93% | 0.88% |
| Alpha | 1.15% | -1.04% |
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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 | 4.07 |
| Large Cap | 51.84 | 71.5 |
| Small Cap | 22.85 | 8.91 |
| Mid Cap | 22.53 | 15.65 |
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 0.76 | 4.07 |
| Energy | 7.84 | - |
| Capital Goods | 19.87 | - |
| Technology | 7.59 | - |
| Consumer Staples | 2.67 | - |
| Automobile | 6.11 | - |
| Construction | 9.39 | 3.63 |
| Healthcare | 4.62 | - |
| Financial | 22.44 | - |
| Services | 5.57 | - |
| Consumer Discretionary | 5.74 | - |
| Metals & Mining | 3.9 | - |
| Materials | 1.25 | - |
| Communication | 1.62 | - |
| Chemicals | 0.63 | - |
| Petroleum Products | - | 4.82 |
| IT - Software | - | 8.45 |
| Cement & Cement Products | - | 2.65 |
| Banks | - | 25.97 |
| Diversified FMCG | - | 3.36 |
| Pharmaceuticals & Biotechnology | - | 7.38 |
| Chemicals & Petrochemicals | - | 1.34 |
| Realty | - | 0.35 |
| Automobiles | - | 2.9 |
| Healthcare Services | - | 1.05 |
| Electrical Equipment | - | 2.21 |
| Finance | - | 3.86 |
| Gas | - | 0.64 |
| Transport Services | - | 3.24 |
| Consumer Durables | - | 4.16 |
| Insurance | - | 1.98 |
| Agricultural Food & other Products | - | 1.09 |
| Oil | - | 0.83 |
| Telecom - Services | - | 3.46 |
| Auto Components | - | 1 |
| Industrial Products | - | 0.85 |
| Retailing | - | 2.58 |
| Beverages | - | 1.86 |
| Capital Markets | - | 2.07 |
| Power | - | 1 |
| Transport Infrastructure | - | 0.56 |
| Ferrous Metals | - | 1.15 |
| Leisure Services | - | 1.62 |
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