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 | Very High |
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 | 5% | 4.14% |
6 Month | -6.53% | -12% |
1 Year | 9.19% | 2.55% |
3 Year | 19.14% | 10.97% |
5 Year | 30.41% | 23.93% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.19% | -6.52% |
1 Year | -3.1% | -12.4% |
3 Year | 19.49% | 11.7% |
5 Year | 21.68% | 14.17% |
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 | 12.311% | 13.32% |
Sharp | 1.077% | 0.526% |
Beta | 0.848% | 0.938% |
Alpha | 7.78% | -0.306% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 7.25 | 4.15 |
Large Cap | 75.98 | 63.86 |
Mid Cap | 6.34 | 18.34 |
Small Cap | 10.42 | 13.66 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.95 | 3.06 |
Communication Services | 5.85 | 3.11 |
Energy | 0.59 | 6.33 |
Technology | 6.67 | 12.37 |
Basic Materials | 5.51 | 4.18 |
Industrials | 5.95 | 11.24 |
Financial Services | 40.82 | 33.47 |
Healthcare | 10.74 | 8 |
Consumer Cyclical | 13.5 | 9.54 |
Utilities | 1.27 | 2.22 |
Real Estate | 1.15 | 1.56 |
Consumer Defensive | 1.02 | 4.92 |
Top Comparisons
Kotak Credit Risk Fund - Growth
3Y Returns5.27%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns6.58%
Nippon India Strategic Debt Fund - Growth Option
3Y Returns6.49%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns7.24%
Franklin India Debt Hybrid Fund - Growth
3Y Returns8.47%
Franklin India Debt Hybrid Fund - Growth
3Y Returns8.47%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns11.58%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns11.58%