Sundaram Diversified Equity (ELSS) Regular Plan vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Fund | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3977 Cr | ₹1468 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 27 Feb 2006 | 22 Nov 1999 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 18% |
Expense Ratio | 1.89 | 2.21 |
Manager | Gautam Bhupal | Sudhir Kedia |
ISIN Code | INF677K01064 | INF903J01538 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | 6.21% | 6.01% |
6 Month | -7.29% | -1.97% |
1 Year | 9.25% | 7.83% |
3 Year | 19.45% | 14.87% |
5 Year | 23.42% | 22.53% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | -1.91% | 1.31% |
1 Year | -8.6% | -2.09% |
3 Year | 16.63% | 11.35% |
5 Year | 16.65% | 13.78% |
Rolling Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 14.01% | 12.34% |
3 Year | 14.15% | 14.95% |
5 Year | 13.19% | 13.23% |
Risk Management
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.421% | 11.71% |
Sharp | 0.548% | 0.57% |
Beta | 0.99% | 0.87% |
Alpha | 2.056% | -0.89% |
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Fund Managers
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Name | Gautam Bhupal | Sudhir Kedia |
Total AUM | ₹25949 Cr | ₹10423 Cr |
Funds Managed | 13 | 8 |
HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 2.39 | 3.87 |
Large Cap | 48.17 | 72.32 |
Small Cap | 26.02 | 10.66 |
Mid Cap | 23.42 | 13.14 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 0.62 | 3.87 |
Energy | 4.19 | - |
Industrials | 18.01 | - |
Technology | 12.24 | - |
Consumer Defensive | 3.2 | - |
Consumer Cyclical | 19.36 | - |
Healthcare | 5.83 | - |
Financial Services | 23.48 | - |
Basic Materials | 6.44 | - |
Utilities | 3.21 | - |
Communication Services | 1.91 | - |
Real Estate | 1.51 | - |
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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