Edelweiss 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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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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 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 Very High
Asset Size (Cr) ₹15935 Cr ₹393 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 1.71 2.34
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 0.72% 2.78%
6 Month 2.91% 2.83%
1 Year 22.3% 21.51%
3 Year 22.13% 15.98%
5 Year 20.59% 17.68%

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 13.06% 14.98%
3 Year 25.83% 21.29%
5 Year 25.82% 20.65%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 17.61% 12.22%
3 Year 14.99% 13.42%
5 Year 14.82% 13.31%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 11.39% 12.15%
Sharp 1.57% 0.86%
Beta 0.85% 0.94%
Alpha 6.77% 0.46%

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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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