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
Overview
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) | ₹16454 Cr | ₹1488 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 | 1.7 | 2.2 |
Manager | Dhruv Muchhal | Sudhir Kedia |
ISIN Code | INF179K01BB8 | INF903J01538 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | 2.94% | 3.58% |
6 Month | 7.76% | 4.75% |
1 Year | 8.95% | 5.59% |
3 Year | 26.9% | 18.28% |
5 Year | 27.1% | 21.3% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | 9.5% | 9.27% |
1 Year | 15.23% | 11.84% |
3 Year | 24.12% | 15.4% |
5 Year | 23.86% | 15.86% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 17.4% | 11.98% |
3 Year | 15.3% | 14.87% |
5 Year | 15.03% | 13.4% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.39% | 11.71% |
Sharp | 1.29% | 0.72% |
Beta | 0.85% | 0.87% |
Alpha | 6.78% | -1.4% |
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Fund Managers
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 |
Funds Managed | 40 | 8 |
HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 7.25 | 4.28 |
Large Cap | 75.98 | 71.87 |
Mid Cap | 6.34 | 13.89 |
Small Cap | 10.42 | 9.96 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 6.95 | 4.28 |
Communication Services | 5.85 | - |
Energy | 0.59 | - |
Technology | 6.67 | - |
Basic Materials | 5.51 | - |
Industrials | 5.95 | - |
Financial Services | 40.82 | - |
Healthcare | 10.74 | - |
Consumer Cyclical | 13.5 | - |
Utilities | 1.27 | - |
Real Estate | 1.15 | - |
Consumer Defensive | 1.02 | - |
Petroleum Products | - | 5.38 |
IT - Software | - | 5.74 |
Retailing | - | 2.79 |
Cement & Cement Products | - | 3.91 |
IT - Services | - | 0.53 |
Construction | - | 3.15 |
Diversified FMCG | - | 5.23 |
Banks | - | 29.24 |
Pharmaceuticals & Biotechnology | - | 5.34 |
Industrial Manufacturing | - | 0.93 |
Automobiles | - | 5.42 |
Healthcare Services | - | 2.38 |
Finance | - | 2.46 |
Gas | - | 1.05 |
Transport Services | - | 1.92 |
Consumer Durables | - | 2.62 |
Insurance | - | 1.03 |
Agricultural Food & other Products | - | 1.35 |
Industrial Products | - | 0.51 |
Electrical Equipment | - | 0.64 |
Oil | - | 0.77 |
Chemicals & Petrochemicals | - | 0.93 |
Telecom - Services | - | 3.26 |
Auto Components | - | 1.24 |
Capital Markets | - | 2.04 |
Fertilizers & Agrochemicals | - | 2.22 |
Beverages | - | 1.11 |
Power | - | 0.92 |
Transport Infrastructure | - | 0.53 |
Leisure Services | - | 1.08 |
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