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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 Value Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4088 Cr | ₹1442 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 | -0.42% | 1.02% |
| 6 Month | 8.71% | 5.03% |
| 1 Year | 1.96% | 4.36% |
| 3 Year | 18.65% | 12.16% |
| 5 Year | 19.42% | 17.7% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.78% | 2.86% |
| 1 Year | 14.71% | 12.41% |
| 3 Year | 18.78% | 12.43% |
| 5 Year | 17.65% | 13.15% |
Rolling Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.09% | 11.54% |
| 3 Year | 14.4% | 14.89% |
| 5 Year | 13.43% | 13.59% |
Risk Management
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.03% | 11.71% |
| Sharp | 0.88% | 0.64% |
| Beta | 0.98% | 0.84% |
| Alpha | 3.06% | -1.57% |
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 | 3.17 | 2.9 |
| Large Cap | 46.94 | 71.59 |
| Small Cap | 26.6 | 16.93 |
| Mid Cap | 23.29 | 8.58 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.9 | 2.9 |
| Energy | 4.2 | 7.55 |
| Industrials | 15.66 | 10.01 |
| Technology | 13.04 | 7.19 |
| Consumer Defensive | 3.05 | 10.1 |
| Consumer Cyclical | 21.93 | 12.8 |
| Healthcare | 5.08 | 7.73 |
| Financial Services | 23.46 | 22.93 |
| Basic Materials | 5.96 | 8.81 |
| Utilities | 3.12 | 5.95 |
| Communication Services | 2.15 | 4.04 |
| Real Estate | 1.44 | - |
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