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 | 4.38% | 3.02% |
6 Month | 1.61% | -1.27% |
1 Year | 13.41% | 7.84% |
3 Year | 22.8% | 11.24% |
5 Year | 27.35% | 16.8% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.15% | 2.58% |
1 Year | 4.51% | 0.79% |
3 Year | 22.7% | 14.88% |
5 Year | 23.41% | 12.9% |
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% | 0.2% |
Beta | 0.848% | 1.01% |
Alpha | 7.78% | -3.88% |
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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 | 5.07 |
Large Cap | 75.98 | 71.58 |
Mid Cap | 6.34 | 20.5 |
Small Cap | 10.42 | 2.85 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 6.95 | 5.07 |
Communication Services | 5.85 | 5.57 |
Energy | 0.59 | 1.18 |
Technology | 6.67 | 8.79 |
Basic Materials | 5.51 | 7.4 |
Industrials | 5.95 | 8.84 |
Financial Services | 40.82 | 29.59 |
Healthcare | 10.74 | 10.27 |
Consumer Cyclical | 13.5 | 13.72 |
Utilities | 1.27 | 3.2 |
Real Estate | 1.15 | 1.22 |
Consumer Defensive | 1.02 | 5.16 |
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