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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 | 1.51% | 3.41% |
| 6 Month | -5.22% | -0.89% |
| 1 Year | 7.67% | 6.42% |
| 3 Year | 17.42% | 13.4% |
| 5 Year | 22.63% | 21.43% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.81% | 2.11% |
| 1 Year | -6.04% | -0.89% |
| 3 Year | 18.77% | 12.79% |
| 5 Year | 18.1% | 14.93% |
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% | 0.35% |
| Beta | 0.99% | 0.87% |
| Alpha | 2.056% | -1.41% |
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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 | 3.85 |
| Large Cap | 48.17 | 72.56 |
| Small Cap | 26.02 | 10.27 |
| Mid Cap | 23.42 | 13.33 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 0.62 | 4.33 |
| Energy | 4.19 | 5.59 |
| Industrials | 18.01 | 11.4 |
| Technology | 12.24 | 9.43 |
| Consumer Defensive | 3.2 | 6.1 |
| Consumer Cyclical | 19.36 | 10.51 |
| Healthcare | 5.83 | 6.76 |
| Financial Services | 23.48 | 33.52 |
| Basic Materials | 6.44 | 5.59 |
| Utilities | 3.21 | 1.44 |
| Communication Services | 1.91 | 5.33 |
| Real Estate | 1.51 | - |
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