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Compare Sundaram ELSS Tax Saver Fund vs HDFC ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.21 | 1.7 |
NAV | ₹511.73 | ₹1423.22 |
Fund Started | 01 Jan 1996 | 18 Dec 1995 |
Fund Size | ₹1376.95 Cr | ₹16579.03 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.21
1.7
NAV
₹511.73
₹1423.22
Fund Started
01 Jan 1996
18 Dec 1995
Fund Size
₹1376.95 Cr
₹16579.03 Cr
Exit Load
-
-
Returns
1 Year | 2.74% | 5.17% |
3 Year | 15.56% | 22.23% |
5 Year | 20.18% | 24.40% |
1 Year
2.74%
5.17%
3 Year
15.56%
22.23%
5 Year
20.18%
24.40%
Holding Analysis
Equity | 91.29% | 93.94% |
Cash | 8.71% | 5.75% |
Equity
91.29%
93.94%
Cash
8.71%
5.75%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.44% |
ICICI Bank Ltd. | 7.93% |
Reliance Industries Ltd. | 4.38% |
Axis Bank Ltd. | 3.41% |
Larsen & Toubro Ltd. | 3.33% |
Bharti Airtel Ltd. | 3.20% |
State Bank of India | 3.08% |
Infosys Ltd. | 3.02% |
ITC Ltd. | 2.85% |
Kotak Mahindra Bank Ltd. | 2.73% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 10.10% |
ICICI Bank Ltd. | 9.83% |
Axis Bank Ltd. | 7.73% |
Cipla Ltd. | 5.06% |
SBI Life Insurance Company Ltd. | 5.00% |
Maruti Suzuki India Ltd. | 4.18% |
Kotak Mahindra Bank Ltd. | 4.18% |
Bharti Airtel Ltd. | 3.93% |
State Bank of India | 3.36% |
HCL Technologies Ltd. | 2.97% |
Fund Manager
Name | Rohit Seksaria | Dhruv Muchhal |
Start Date | 01 Jan 2022 | 14 Sep 2023 |
Name
Rohit Seksaria
Dhruv Muchhal
Start Date
01 Jan 2022
14 Sep 2023
About Fund
Description | The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities. | The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. |
Launch Date | 01 Jan 1996 | 18 Dec 1995 |
Description
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Launch Date
01 Jan 1996
18 Dec 1995
