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

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

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HDFC ELSS Tax saver Fund - Growth Plan

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Sundaram Value Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹16525 Cr	₹1461 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	3%	1.72%
6 Month	16.38%	15.31%
1 Year	3.19%	-0.36%
3 Year	22.16%	12.99%
5 Year	25.01%	18.4%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Value Fund - Regular Plan - Growth
6 Month	4.07%	3.28%
1 Year	14.05%	10.49%
3 Year	20.56%	12.62%
5 Year	21.38%	13.55%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Value Fund - Regular Plan - Growth
1 Year	17.03%	11.72%
3 Year	15.38%	14.94%
5 Year	15.1%	13.5%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	11.49%	11.71%
Sharp	1.16%	0.58%
Beta	0.86%	0.84%
Alpha	7.12%	-1.04%

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	7.15	7.78
Large Cap	77.84	69.16
Small Cap	11.01	13.86
Mid Cap	4	9.21

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Value Fund - Regular Plan - Growth
Others	6.56	7.78
Communication Services	4.51	3.31
Energy	1.15	6.6
Technology	5.18	7.24
Industrials	5.72	9.35
Basic Materials	5.76	7.39
Financial Services	41.13	24.07
Healthcare	10.02	7.32
Consumer Cyclical	17.51	13.81
Utilities	1.67	3.77
Real Estate	0	-
Consumer Defensive	0.79	9.37

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