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

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HSBC ELSS Tax saver Fund - Regular Growth

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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	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

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%

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%

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%

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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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

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

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