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 Diversified Equity (ELSS) 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 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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	0.98%	1.81%
6 Month	1.08%	-1.96%
1 Year	8.29%	4.66%
3 Year	25.74%	17.43%
5 Year	27.32%	21.59%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	6.81%	6.53%
1 Year	8.83%	5.71%
3 Year	21.97%	13.14%
5 Year	22.62%	14.59%

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%

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%	0.72%
Beta	0.848%	0.87%
Alpha	7.78%	-1.4%

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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

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

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