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Axis ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon Axis ELSS Tax Saver 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 HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹15413 Cr ₹34497 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 02 Apr 1996 29 Dec 2009
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 36.4% 25%
Expense Ratio 1.7 1.54
Manager Dhruv Muchhal Shreyash Devalkar
ISIN Code INF179K01BB8 INF846K01131
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -1.05% -1.66%
6 Month -6.39% -8.1%
1 Year 9.44% 8.35%
3 Year 20.9% 8.56%
5 Year 19.97% 10.93%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year -2.17% -5.68%
3 Year 20.36% 11.56%
5 Year 22.84% 11.9%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 17.75% 14.83%
3 Year 15.14% 14.18%
5 Year 14.93% 16.65%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 12.292% 15.43%
Sharp 1.092% 0.19%
Beta 0.873% 1.02%
Alpha 6.589% -4.96%

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Fund Managers

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Name Dhruv Muchhal Shreyash Devalkar
Total AUM ₹520687 Cr ₹166770 Cr
Fund Manage 40 14
HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 7.59 3.99
Large Cap 77.22 66.2
Mid Cap 5.65 26.49
Small Cap 9.54 3.27

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 7.59 3.99
Telecom - Services 5.35 3.56
Petroleum Products 0.17 1
IT - Software 8.25 7.44
Cement & Cement Products 1.56 1.79
Construction 1.02 1.97
Banks 36.8 15.39
Agricultural, Commercial & Construction Vehicles 1.18 -
Pharmaceuticals & Biotechnology 7.45 7.56
Automobiles 8.99 6.36
Aerospace & Defense 1.47 0.61
Ferrous Metals 1.12 0.49
Healthcare Services 4.39 2.17
Insurance 5.76 2.99
IT - Services 0.55 -
Transport Services 0.22 1.32
Consumer Durables 1.95 1.42
Oil 0.42 -
Entertainment 0.31 -
Fertilizers & Agrochemicals 0.18 2.38
Auto Components 0.15 2
Retailing 0.84 6.88
Power 1.31 5.57
Realty 1.44 1
Beverages 1 1.42
Commercial Services & Supplies 0.53 -
Electrical Equipment - 2.59
Industrial Products - 2.3
Finance - 8.23
Diversified FMCG - 0.51
Non - Ferrous Metals - 0.26
Chemicals & Petrochemicals - 2.73
Leisure Services - 1.57
Paper, Forest & Jute Products - 0.47
Personal Products - 0.26
Food Products - 1.95
Financial Technology (Fintech) - 0.9
Capital Markets - 0.87

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