360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17241 Cr | ₹94 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 28 Dec 2022 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 50 TRI |
| Turn Over | 36.4% | % |
| Expense Ratio | 1.7 | 0.52 |
| Manager | Dhruv Muchhal | Parijat Garg |
| ISIN Code | INF179K01BB8 | INF579M01AL6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.97% | -1.05% |
| 6 Month | 2.31% | 2.76% |
| 1 Year | 10.96% | 10.78% |
| 3 Year | 21.13% | 13.6% |
| 5 Year | 20.33% | - |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.01% | 1.78% |
| 1 Year | 9.88% | 10.12% |
| 3 Year | 16.15% | 11.02% |
| 5 Year | 18.56% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.37% | 11.87% |
| 3 Year | 16.42% | 13.62% |
| 5 Year | 15.83% | - |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.39% | - |
| Sharp | 1.31% | - |
| Beta | 0.82% | - |
| Alpha | 5.38% | - |
Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Parijat Garg |
| Total AUM | ₹520687 Cr | ₹151 Cr |
| Funds Managed | 40 | 2 |
| HDFC ELSS Tax saver Fund - Growth Plan | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Others | 5.76 | 0.57 |
| Large Cap | 79.75 | 99.41 |
| Small Cap | 10.26 | - |
| Mid Cap | 4.23 | - |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Others | 5.21 | 0.57 |
| Communication Services | 4.74 | - |
| Energy | 1.17 | - |
| Technology | 5.39 | - |
| Industrials | 5.66 | - |
| Basic Materials | 5.72 | - |
| Financial Services | 43.43 | - |
| Healthcare | 9.63 | - |
| Consumer Cyclical | 16.63 | - |
| Utilities | 1.57 | - |
| Consumer Defensive | 0.84 | - |
| Petroleum Products | - | 8.84 |
| IT - Software | - | 10.17 |
| Construction | - | 3.98 |
| Ferrous Metals | - | 2.06 |
| Consumer Durables | - | 2.42 |
| Healthcare Services | - | 1.33 |
| Diversified FMCG | - | 5.06 |
| Non - Ferrous Metals | - | 0.97 |
| Banks | - | 30.08 |
| Pharmaceuticals & Biotechnology | - | 2.97 |
| Cement & Cement Products | - | 2.02 |
| Automobiles | - | 6.77 |
| Insurance | - | 1.41 |
| Agricultural Food & other Products | - | 0.64 |
| Oil | - | 0.79 |
| Food Products | - | 0.75 |
| Aerospace & Defense | - | 1.23 |
| Finance | - | 5.12 |
| Telecom - Services | - | 4.77 |
| Metals & Minerals Trading | - | 0.49 |
| Consumable Fuels | - | 0.71 |
| Transport Services | - | 1.06 |
| Power | - | 2.31 |
| Transport Infrastructure | - | 0.93 |
| Retailing | - | 2.53 |
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