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	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%

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%

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%

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

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