Axis ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
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 | Very High |
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 | 6.42% | 6.85% |
6 Month | -8.66% | -10.97% |
1 Year | 12.5% | 6.37% |
3 Year | 21.8% | 10.17% |
5 Year | 30.07% | 18.06% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.2% | -2.63% |
1 Year | -1.11% | -4.37% |
3 Year | 21.19% | 13.2% |
5 Year | 22.85% | 12.27% |
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 | 12.311% | 15.43% |
Sharp | 1.077% | 0.14% |
Beta | 0.848% | 1% |
Alpha | 7.78% | -4.59% |
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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 |
Funds Managed | 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 | 7.25 | 4.61 |
Large Cap | 75.98 | 70.74 |
Mid Cap | 6.34 | 21.54 |
Small Cap | 10.42 | 3.11 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 6.95 | 4.61 |
Communication Services | 5.85 | 5.46 |
Energy | 0.59 | 1.01 |
Technology | 6.67 | 9.11 |
Basic Materials | 5.51 | 7.6 |
Industrials | 5.95 | 9.2 |
Financial Services | 40.82 | 28.43 |
Healthcare | 10.74 | 10.23 |
Consumer Cyclical | 13.5 | 13.82 |
Utilities | 1.27 | 3.68 |
Real Estate | 1.15 | 1.34 |
Consumer Defensive | 1.02 | 5.49 |
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