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) | ₹15413 Cr | ₹1468 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 | 2.21 |
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 | 4.38% | 3.41% |
6 Month | 1.61% | -0.89% |
1 Year | 13.41% | 6.42% |
3 Year | 22.8% | 13.4% |
5 Year | 27.35% | 21.43% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | 4.15% | 2.11% |
1 Year | 4.51% | -0.89% |
3 Year | 22.7% | 12.79% |
5 Year | 23.41% | 14.93% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 17.75% | 12.34% |
3 Year | 15.14% | 14.95% |
5 Year | 14.93% | 13.23% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.311% | 11.71% |
Sharp | 1.077% | 0.35% |
Beta | 0.848% | 0.87% |
Alpha | 7.78% | -1.41% |
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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 | 3.85 |
Large Cap | 75.98 | 72.56 |
Mid Cap | 6.34 | 13.33 |
Small Cap | 10.42 | 10.27 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 6.95 | 4.33 |
Communication Services | 5.85 | 5.33 |
Energy | 0.59 | 5.59 |
Technology | 6.67 | 9.43 |
Basic Materials | 5.51 | 5.59 |
Industrials | 5.95 | 11.4 |
Financial Services | 40.82 | 33.52 |
Healthcare | 10.74 | 6.76 |
Consumer Cyclical | 13.5 | 10.51 |
Utilities | 1.27 | 1.44 |
Real Estate | 1.15 | - |
Consumer Defensive | 1.02 | 6.1 |
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