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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) | ₹4021 Cr | ₹1461 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 | 3.28% | 0.9% |
| 6 Month | 17.82% | 14.38% |
| 1 Year | -0.88% | -1.16% |
| 3 Year | 18.7% | 12.02% |
| 5 Year | 20.38% | 18.37% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.43% | 3.28% |
| 1 Year | 11.31% | 10.49% |
| 3 Year | 19.31% | 12.62% |
| 5 Year | 17.89% | 13.55% |
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 | 14.15% | 11.71% |
| Sharp | 0.79% | 0.58% |
| Beta | 0.96% | 0.84% |
| Alpha | 4.23% | -1.04% |
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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