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

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon 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) ₹16454 Cr ₹1488 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 2.2
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 Diversified Equity (ELSS) Regular Plan - Growth
1 Month 2.94% 3.58%
6 Month 7.76% 4.75%
1 Year 8.95% 5.59%
3 Year 26.9% 18.28%
5 Year 27.1% 21.3%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 9.5% 9.27%
1 Year 15.23% 11.84%
3 Year 24.12% 15.4%
5 Year 23.86% 15.86%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 12.39% 11.71%
Sharp 1.29% 0.72%
Beta 0.85% 0.87%
Alpha 6.78% -1.4%

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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 4.28
Large Cap 75.98 71.87
Mid Cap 6.34 13.89
Small Cap 10.42 9.96

Sector Allocation

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

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