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)	₹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	2.66%	3.53%
6 Month	6.9%	6.63%
1 Year	8.68%	5.81%
3 Year	21.33%	12.85%
5 Year	25.98%	19%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Value Fund - Regular Plan - Growth
6 Month	1.06%	-0.37%
1 Year	10.67%	6.07%
3 Year	17.88%	10.18%
5 Year	19.74%	11.91%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Value Fund - Regular Plan - Growth
1 Year	16.69%	11.54%
3 Year	15.49%	14.89%
5 Year	15.17%	13.59%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	11.34%	11.71%
Sharp	1.25%	0.64%
Beta	0.86%	0.84%
Alpha	6.51%	-1.57%

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

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