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Sundaram Diversified Equity (ELSS) Regular Plan vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Sundaram Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹17163 Cr | ₹1477 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.41% | -2.26% |
| 6 Month | 1.46% | -0.51% |
| 1 Year | 10.88% | 8.29% |
| 3 Year | 21.14% | 13.53% |
| 5 Year | 21.18% | 14.74% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.23% | 1.96% |
| 1 Year | 10.77% | 11.36% |
| 3 Year | 16.16% | 10.88% |
| 5 Year | 18.68% | 12.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.37% | 12.65% |
| 3 Year | 16.42% | 15.04% |
| 5 Year | 15.85% | 14.05% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.39% | 11.71% |
| Sharp | 1.31% | 0.72% |
| Beta | 0.82% | 0.84% |
| Alpha | 5.38% | -1.07% |
Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.1 | 3.54 |
| Large Cap | 82.26 | 67.68 |
| Small Cap | 9.23 | 19.22 |
| Mid Cap | 5.41 | 9.57 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.01 | 1.7 |
| Communication Services | 4.55 | 4.42 |
| Energy | 3.22 | 8.37 |
| Technology | 7.12 | 8.45 |
| Industrials | 5.4 | 10.4 |
| Basic Materials | 4.93 | 7.18 |
| Financial Services | 43.7 | 25.23 |
| Healthcare | 7.39 | 5.89 |
| Consumer Cyclical | 16.35 | 11.55 |
| Consumer Defensive | 3.78 | 8.86 |
| Utilities | 1.54 | 7.96 |
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