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) ₹15678 Cr ₹381 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Mar 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 1.73 2.34
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179K01BB8 INF754K01517
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month 1.2% 2.51%
6 Month 19.01% 20.36%
1 Year 47.09% 40.42%
3 Year 25.91% 18.58%
5 Year 23.51% 20.41%

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 20.44% 16.94%
3 Year 51.61% 36.65%
5 Year 94.31% 67.95%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 24.54% 20.92%
3 Year 69.28% 52.22%
5 Year 101.07% 76.54%

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% 0.93%
Beta 0.85% 0.91%
Alpha 6.77% -0.58%

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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 8.08 4.99
Large Cap 77.32 68.97
Small Cap 7.54 11.27
Mid Cap 7.06 14.77

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 7.82 1.37
Telecom - Services 5.14 -
Petroleum Products 0.2 -
IT - Software 10.43 -
Construction 1.02 7.74
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 0.64
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 - 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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