Axis ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

Axis ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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HDFC ELSS Tax saver Fund - Growth Plan

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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)	₹16645 Cr	₹34302 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	1.53
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	4.53%	4.56%
6 Month	8.3%	6.81%
1 Year	9.01%	5.31%
3 Year	22.17%	14.58%
5 Year	26.23%	15.38%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	3.06%	2.36%
1 Year	15.77%	12.1%
3 Year	20.28%	14.65%
5 Year	21.24%	12.13%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	16.69%	14.03%
3 Year	15.49%	14.04%
5 Year	15.17%	16.73%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	11.34%	15.43%
Sharp	1.25%	0.56%
Beta	0.86%	0.87%
Alpha	6.51%	-2.09%

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	6.45	9
Large Cap	78.27	67.07
Small Cap	11.34	2.73
Mid Cap	3.94	21.2

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	5.89	2.45
Communication Services	4.44	5.43
Energy	1.17	2
Technology	4.93	7.95
Industrials	5.64	11.11
Basic Materials	6	8.2
Financial Services	41.44	29.22
Healthcare	10.25	8.56
Consumer Cyclical	17.76	16.8
Utilities	1.69	2.89
Consumer Defensive	0.8	4.34
Real Estate	-	1.04

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