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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) | ₹17241 Cr | ₹1484 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 | -0.53% | 0.5% |
| 6 Month | 2.29% | 2.41% |
| 1 Year | 10.26% | 7.12% |
| 3 Year | 21.19% | 13.93% |
| 5 Year | 21.62% | 15.14% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.55% | 2.16% |
| 1 Year | 11.33% | 11.76% |
| 3 Year | 17.29% | 11.58% |
| 5 Year | 19.4% | 12.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.48% | 12.78% |
| 3 Year | 16.39% | 15.08% |
| 5 Year | 15.78% | 14.04% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.17% | 11.71% |
| Sharp | 1.12% | 0.62% |
| Beta | 0.83% | 0.84% |
| Alpha | 5.39% | -1.39% |
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 | 5.76 | 3.71 |
| Large Cap | 79.75 | 69.67 |
| Small Cap | 10.26 | 16.7 |
| Mid Cap | 4.23 | 9.92 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.21 | 2.04 |
| Communication Services | 4.74 | 4.39 |
| Energy | 1.17 | 8.19 |
| Technology | 5.39 | 8.18 |
| Industrials | 5.66 | 10.28 |
| Basic Materials | 5.72 | 8.47 |
| Financial Services | 43.43 | 25.31 |
| Healthcare | 9.63 | 5.96 |
| Consumer Cyclical | 16.63 | 11.36 |
| Utilities | 1.57 | 7.01 |
| Consumer Defensive | 0.84 | 8.81 |
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