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Axis 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 Axis ELSS Tax Saver Fund - Regular Plan - Growth

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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 Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15413 Cr ₹34497 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 02 Apr 1996 29 Dec 2009
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 36.4% 25%
Expense Ratio 1.7 1.54
Manager Dhruv Muchhal Shreyash Devalkar
ISIN Code INF179K01BB8 INF846K01131
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month 5.99% 4.96%
6 Month -0.74% -2.97%
1 Year 13.56% 8.2%
3 Year 23.51% 13.61%
5 Year 28.48% 17.77%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month 2.91% 1.02%
1 Year 2.32% -2.35%
3 Year 20.74% 12.82%
5 Year 22.03% 11.47%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 17.75% 14.83%
3 Year 15.14% 14.18%
5 Year 14.93% 16.65%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 12.311% 15.43%
Sharp 1.077% 0.37%
Beta 0.848% 1%
Alpha 7.78% -3.67%

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Fund Managers

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
Name Dhruv Muchhal Shreyash Devalkar
Total AUM ₹520687 Cr ₹166770 Cr
Funds Managed 40 14
HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 7.25 4.56
Large Cap 75.98 72.54
Mid Cap 6.34 20.25
Small Cap 10.42 2.65

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 6.95 4.56
Communication Services 5.85 -
Energy 0.59 -
Technology 6.67 -
Basic Materials 5.51 -
Industrials 5.95 -
Financial Services 40.82 -
Healthcare 10.74 -
Consumer Cyclical 13.5 -
Utilities 1.27 -
Real Estate 1.15 -
Consumer Defensive 1.02 -
Petroleum Products - 1.18
Electrical Equipment - 2.6
Industrial Products - 1.49
IT - Software - 7.16
Construction - 2.02
Retailing - 6.24
Finance - 8.44
Healthcare Services - 2.39
Diversified FMCG - 0.49
Banks - 19.22
Non - Ferrous Metals - 0.28
Pharmaceuticals & Biotechnology - 7.58
Chemicals & Petrochemicals - 2.75
Leisure Services - 1.57
Auto Components - 1.62
Ferrous Metals - 0.54
Automobiles - 5.53
Personal Products - 0.26
Insurance - 2.44
Fertilizers & Agrochemicals - 2.07
Consumer Durables - 2.1
Beverages - 1.42
Realty - 1.23
Food Products - 1.3
Aerospace & Defense - 0.64
Telecom - Services - 4.18
Financial Technology (Fintech) - 0.9
Cement & Cement Products - 2.16
Transport Services - 1.95
Power - 3.49
Industrial Manufacturing - 0.2

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