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

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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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 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) ₹4144 Cr ₹1489 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 2.2
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 -1.39% 0.89%
6 Month 13.05% 11.27%
1 Year 1.04% 3.68%
3 Year 19.42% 13.46%
5 Year 20.53% 18.99%

SIP Return Analysis

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 3.1% 4.13%
1 Year 3.12% 7.43%
3 Year 17.78% 12.45%
5 Year 17.18% 13.72%

Rolling Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 13.26% 11.72%
3 Year 14.33% 14.94%
5 Year 13.37% 13.5%

Risk Management

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 14.03% 11.71%
Sharp 0.97% 0.75%
Beta 0.95% 0.85%
Alpha 4.68% -0.99%

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 3.03 13.97
Large Cap 47.12 68.83
Small Cap 26.66 7.44
Mid Cap 23.19 9.76

Sector Allocation

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 1.06 13.97
Energy 4.21 6.49
Industrials 17.07 5.93
Technology 10.45 5.44
Consumer Defensive 3.4 7.3
Consumer Cyclical 21.11 13.47
Healthcare 5.43 5.49
Financial Services 24.72 29.04
Basic Materials 5.85 6.38
Utilities 3.04 3.19
Communication Services 2.16 3.29
Real Estate 1.5 -

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