Axis ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
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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