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 Very High
Asset Size (Cr) ₹15678 Cr ₹37109 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Mar 1996 05 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 1.73 1.52
Manager Dhruv Muchhal Shreyash Devalkar
ISIN Code INF179K01BB8 INF846K01131
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month 1.2% -6.39%
6 Month 19.01% 8.83%
1 Year 47.09% 32.56%
3 Year 25.91% 7.52%
5 Year 23.51% 13.7%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 20.44% 14.47%
3 Year 51.61% 26.06%
5 Year 94.31% 47.5%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 17.48% 14.49%
3 Year 15.18% 14.43%
5 Year 14.67% 16.97%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 11.39% 15.43%
Sharp 1.57% 0.27%
Beta 0.85% 1.04%
Alpha 6.77% -7.39%

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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 8.08 8.05
Large Cap 77.32 65.09
Small Cap 7.54 1.57
Mid Cap 7.06 25.26

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 7.82 4.44
Telecom - Services 5.14 -
Petroleum Products 0.2 -
IT - Software 10.43 -
Construction 1.02 1.65
Banks 36.46 -
Agricultural, Commercial & Construction Vehicles 1.32 -
Pharmaceuticals & Biotechnology 7.77 -
Automobiles 6.42 -
Aerospace & Defense 2.35 -
Ferrous Metals 0.78 -
Healthcare Services 4.59 -
Insurance 4.98 0.98
IT - Services 0.64 -
Transport Services 0.26 -
Consumer Durables 1.79 -
Oil 0.79 -
Entertainment 0.39 -
Auto Components 0.17 -
Retailing 0.96 -
Power 1.96 -
Realty 2.29 -
Beverages 0.9 -
Commercial Services & Supplies 0.57 -
Energy - 9.65
Materials - 4.02
Technology - 8.01
Consumer Staples - 4.5
Financial - 23.42
Healthcare - 8.44
Chemicals - 6.41
Services - 11.47
Capital Goods - 3.93
Automobile - 9.17
Metals & Mining - 0.62
Consumer Discretionary - 0.54
Diversified - 0.43
Communication - 2.29

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