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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) ₹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

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 5.99% 6.01%
6 Month -0.74% -1.97%
1 Year 13.56% 7.83%
3 Year 23.51% 14.89%
5 Year 28.48% 22.53%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 2.91% 1.31%
1 Year 2.32% -2.09%
3 Year 20.74% 11.35%
5 Year 22.03% 13.78%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 17.75% 12.34%
3 Year 15.14% 14.95%
5 Year 14.93% 13.23%

Risk Management

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% 0.57%
Beta 0.848% 0.87%
Alpha 7.78% -0.89%

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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 3.87
Large Cap 75.98 72.32
Mid Cap 6.34 13.14
Small Cap 10.42 10.66

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 6.95 3.87
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 - 5.03
IT - Software - 6.08
Retailing - 3.33
Cement & Cement Products - 3
IT - Services - 0.55
Construction - 3.83
Diversified FMCG - 3.72
Banks - 28.3
Pharmaceuticals & Biotechnology - 5.19
Industrial Manufacturing - 0.92
Automobiles - 5.43
Healthcare Services - 2.28
Electrical Equipment - 0.89
Finance - 3.64
Gas - 1.04
Transport Services - 3.5
Consumer Durables - 3.16
Insurance - 0.95
Agricultural Food & other Products - 1.19
Oil - 0.74
Chemicals & Petrochemicals - 0.9
Telecom - Services - 3.4
Auto Components - 1.19
Capital Markets - 2.04
Fertilizers & Agrochemicals - 2.15
Beverages - 1.15
Power - 0.96
Transport Infrastructure - 0.53
Leisure Services - 1.03

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