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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) | ₹4129 Cr | ₹1488 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 | 3.13% | 3.24% |
| 6 Month | -0.9% | 3.24% |
| 1 Year | 3.85% | 4.03% |
| 3 Year | 25.42% | 18% |
| 5 Year | 23.01% | 20.9% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 10.82% | 8.68% |
| 1 Year | 12.71% | 11.82% |
| 3 Year | 22.02% | 14.54% |
| 5 Year | 19.73% | 15.33% |
Rolling Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.62% | 11.98% |
| 3 Year | 14.24% | 14.87% |
| 5 Year | 13.28% | 13.4% |
Risk Management
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.41% | 11.71% |
| Sharp | 0.93% | 0.72% |
| Beta | 0.98% | 0.87% |
| Alpha | 3.81% | -1.4% |
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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 | 3.05 | 2.63 |
| Large Cap | 47.54 | 72.1 |
| Small Cap | 25.79 | 11.08 |
| Mid Cap | 23.63 | 14.16 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 1.05 | 2.63 |
| Energy | 4.29 | - |
| Industrials | 17.66 | - |
| Technology | 10.61 | - |
| Consumer Defensive | 3.36 | - |
| Consumer Cyclical | 19.92 | - |
| Healthcare | 5.16 | - |
| Financial Services | 25.6 | - |
| Basic Materials | 5.73 | - |
| Utilities | 3.04 | - |
| Communication Services | 2.1 | - |
| Real Estate | 1.48 | - |
| Petroleum Products | - | 5.39 |
| IT - Software | - | 5.83 |
| Retailing | - | 2.82 |
| Cement & Cement Products | - | 4.1 |
| IT - Services | - | 0.57 |
| Construction | - | 3.41 |
| Diversified FMCG | - | 5.1 |
| Banks | - | 29.01 |
| Pharmaceuticals & Biotechnology | - | 4.91 |
| Industrial Manufacturing | - | 0.95 |
| Automobiles | - | 6.01 |
| Healthcare Services | - | 2.3 |
| Finance | - | 2.59 |
| Gas | - | 1.03 |
| Transport Services | - | 2.24 |
| Consumer Durables | - | 2.78 |
| Insurance | - | 1.14 |
| Agricultural Food & other Products | - | 1.26 |
| Industrial Products | - | 0.87 |
| Electrical Equipment | - | 0.9 |
| Oil | - | 0.79 |
| Chemicals & Petrochemicals | - | 0.94 |
| Telecom - Services | - | 3.19 |
| Auto Components | - | 1.33 |
| Capital Markets | - | 2.29 |
| Fertilizers & Agrochemicals | - | 2.16 |
| Power | - | 0.86 |
| Transport Infrastructure | - | 0.62 |
| Leisure Services | - | 0.97 |
| Beverages | - | 0.98 |
Top Comparisons
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Nippon India Equity Savings Fund- Growth Plan- Bonus Option
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3Y Returns28.33%
