- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹16645 Cr | ₹1442 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 | 1.19% | 3.12% |
| 6 Month | 5.7% | 6.15% |
| 1 Year | 10.87% | 9% |
| 3 Year | 21.09% | 12.98% |
| 5 Year | 24% | 17.26% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.35% | 2.25% |
| 1 Year | 14.3% | 12.57% |
| 3 Year | 18.99% | 12.24% |
| 5 Year | 20.24% | 12.95% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.63% | 12.94% |
| 3 Year | 16.28% | 15.13% |
| 5 Year | 15.68% | 13.99% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.22% | 11.71% |
| Sharp | 1.21% | 0.62% |
| Beta | 0.83% | 0.84% |
| Alpha | 5.77% | -1.89% |
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 | 6.45 | 2.9 |
| Large Cap | 78.27 | 71.59 |
| Small Cap | 11.34 | 16.93 |
| Mid Cap | 3.94 | 8.58 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.89 | 2.9 |
| Communication Services | 4.44 | 4.04 |
| Energy | 1.17 | 7.55 |
| Technology | 4.93 | 7.19 |
| Industrials | 5.64 | 10.01 |
| Basic Materials | 6 | 8.81 |
| Financial Services | 41.44 | 22.93 |
| Healthcare | 10.25 | 7.73 |
| Consumer Cyclical | 17.76 | 12.8 |
| Utilities | 1.69 | 5.95 |
| Consumer Defensive | 0.8 | 10.1 |
Top Comparisons
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns18.75%
Quant Small Cap Fund Regular Growth
3Y Returns23.47%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns11.47%
LIC MF Equity Hybrid Fund-Growth
3Y Returns13.05%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.91%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.91%
Kotak Gold Fund Growth
3Y Returns31.61%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns31.81%
