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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 0.98% 1.37%
6 Month 1.08% -2.03%
1 Year 8.29% 5.13%
3 Year 25.74% 17.51%
5 Year 27.32% 17.36%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month 6.81% 6.11%
1 Year 8.83% 5.45%
3 Year 21.97% 14.8%
5 Year 22.62% 12.61%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 17.4% 14.46%
3 Year 15.3% 14.01%
5 Year 15.03% 16.74%

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% 0.59%
Beta 0.848% 0.98%
Alpha 7.78% -3%

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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 4.81
Large Cap 75.98 72.13
Mid Cap 6.34 20.53
Small Cap 10.42 2.54

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 6.95 4.81
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 - 1.7
Electrical Equipment - 2.57
Industrial Products - 1.43
IT - Software - 6.59
Construction - 1.89
Retailing - 6.65
Finance - 7.47
Healthcare Services - 2.39
Diversified FMCG - 0.49
Banks - 19.7
Non - Ferrous Metals - 0.25
Pharmaceuticals & Biotechnology - 6.9
Chemicals & Petrochemicals - 2.88
Leisure Services - 1.53
Auto Components - 1.67
Ferrous Metals - 0.48
Automobiles - 5.44
Personal Products - 0.27
Insurance - 2.6
Capital Markets - 0.11
Fertilizers & Agrochemicals - 2.16
Consumer Durables - 2.23
Beverages - 1.55
Realty - 1.15
Food Products - 1.36
Aerospace & Defense - 0.66
Telecom - Services - 4.39
Financial Technology (Fintech) - 0.9
Cement & Cement Products - 2.14
Transport Services - 1.95
Power - 3.45
Industrial Manufacturing - 0.25

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