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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) ₹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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