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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) ₹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%

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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
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

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