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

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 Value Fund - 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 Value Fund - Regular Plan - Growth
Fund	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹4184 Cr	₹1484 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 Value Fund - Regular Plan - Growth
1 Month	-2.18%	-0.56%
6 Month	-1.04%	1.11%
1 Year	-0.26%	5.92%
3 Year	19.36%	13.45%
5 Year	16.67%	15.05%

SIP Return Analysis

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Value Fund - Regular Plan - Growth
6 Month	0.92%	2.16%
1 Year	10.24%	11.76%
3 Year	15.51%	11.58%
5 Year	16.09%	12.64%

Rolling Lumpsum Returns

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Value Fund - Regular Plan - Growth
1 Year	12.92%	12.78%
3 Year	14.57%	15.08%
5 Year	13.6%	14.04%

Risk Management

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	14.06%	11.71%
Sharp	0.85%	0.62%
Beta	0.99%	0.84%
Alpha	3.41%	-1.39%

Fund Managers

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth

Market Cap

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Value Fund - Regular Plan - Growth
Others	4.4	3.71
Large Cap	46.47	69.67
Small Cap	26.54	16.7
Mid Cap	22.6	9.92

Sector Allocation

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Sundaram Value Fund - Regular Plan - Growth
Others	1.46	2.04
Energy	4.58	8.19
Industrials	14.54	10.28
Technology	13.11	8.18
Consumer Defensive	2.97	8.81
Consumer Cyclical	21.23	11.36
Healthcare	5.26	5.96
Financial Services	24.69	25.31
Basic Materials	5.48	8.47
Utilities	2.86	7.01
Communication Services	2.35	4.39
Real Estate	1.46	-

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