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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) | ₹4251 Cr | ₹1519 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 | 2.2 |
| 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 | -3.08% | -1.62% |
| 6 Month | 5.03% | 5.42% |
| 1 Year | 4.98% | 4.4% |
| 3 Year | 19.65% | 13.7% |
| 5 Year | 21.02% | 19.23% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.55% | 5.27% |
| 1 Year | 4.38% | 6.93% |
| 3 Year | 18.68% | 12.7% |
| 5 Year | 17.76% | 14.02% |
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 | 14.03% | 11.71% |
| Sharp | 0.97% | 0.97% |
| Beta | 0.96% | 0.88% |
| Alpha | 4.60% | -1.6% |
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 | 3.61 | 6.9 |
| Large Cap | 47.17 | 70.32 |
| Small Cap | 26.11 | 9.79 |
| Mid Cap | 23.11 | 12.98 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 1.19 | 5.92 |
| Energy | 4.37 | 6.37 |
| Industrials | 17.01 | 10.48 |
| Technology | 10.93 | 6.64 |
| Consumer Defensive | 3.24 | 7.07 |
| Consumer Cyclical | 20.22 | 11.74 |
| Healthcare | 5.18 | 6.69 |
| Financial Services | 25.06 | 31.88 |
| Basic Materials | 5.83 | 6.34 |
| Utilities | 3.29 | 1.86 |
| Communication Services | 2.21 | 5.01 |
| Real Estate | 1.48 | - |
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