Edelweiss ELSS Tax saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹15413 Cr | ₹383 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 02 Apr 1996 | 30 Dec 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 36.4% | 57% |
Expense Ratio | 1.7 | 2.35 |
Manager | Dhruv Muchhal | Trideep Bhattacharya |
ISIN Code | INF179K01BB8 | INF754K01517 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.05% | -4.16% |
6 Month | -6.39% | -11.08% |
1 Year | 9.44% | 5.6% |
3 Year | 20.9% | 12.4% |
5 Year | 19.97% | 14.36% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -0.63% | -9.55% |
3 Year | 20.67% | 12.65% |
5 Year | 22.74% | 15.2% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.75% | 12.53% |
3 Year | 15.14% | 13.51% |
5 Year | 14.93% | 13.44% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.292% | 13.32% |
Sharp | 1.092% | 0.526% |
Beta | 0.873% | 0.938% |
Alpha | 6.589% | -0.306% |
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Fund Managers
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Trideep Bhattacharya |
Total AUM | ₹520687 Cr | ₹0 Cr |
Fund Manage | 40 | 9 |
HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.59 | 4.99 |
Large Cap | 77.22 | 68.97 |
Mid Cap | 5.65 | 14.77 |
Small Cap | 9.54 | 11.27 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.59 | 1.37 |
Telecom - Services | 5.35 | - |
Petroleum Products | 0.17 | - |
IT - Software | 8.25 | - |
Cement & Cement Products | 1.56 | - |
Construction | 1.02 | 7.74 |
Banks | 36.8 | - |
Agricultural, Commercial & Construction Vehicles | 1.18 | - |
Pharmaceuticals & Biotechnology | 7.45 | - |
Automobiles | 8.99 | - |
Aerospace & Defense | 1.47 | - |
Ferrous Metals | 1.12 | - |
Healthcare Services | 4.39 | - |
Insurance | 5.76 | 0.64 |
IT - Services | 0.55 | - |
Transport Services | 0.22 | - |
Consumer Durables | 1.95 | - |
Oil | 0.42 | - |
Entertainment | 0.31 | - |
Fertilizers & Agrochemicals | 0.18 | - |
Auto Components | 0.15 | - |
Retailing | 0.84 | - |
Power | 1.31 | - |
Realty | 1.44 | - |
Beverages | 1 | - |
Commercial Services & Supplies | 0.53 | - |
Energy | - | 6.54 |
Materials | - | 4.55 |
Technology | - | 9.02 |
Consumer Staples | - | 5.11 |
Financial | - | 29.19 |
Healthcare | - | 5.85 |
Metals & Mining | - | 2.49 |
Automobile | - | 9.34 |
Capital Goods | - | 8.99 |
Services | - | 5.03 |
Consumer Discretionary | - | 1.3 |
Communication | - | 2.41 |
Chemicals | - | 0.43 |
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