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) | ₹16908 Cr | ₹36258 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 | -1.52% | -1.71% |
6 Month | 9.28% | 7.84% |
1 Year | 4.07% | 1.82% |
3 Year | 22.94% | 13.36% |
5 Year | 25.71% | 16.63% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.41% | 4.38% |
1 Year | 9.18% | 6.73% |
3 Year | 21.35% | 15.12% |
5 Year | 22.29% | 12.75% |
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 | 11.92% | 15.43% |
Sharp | 1.52% | 0.87% |
Beta | 0.84% | 0.96% |
Alpha | 6.76% | -2.11% |
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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 | 8.04 | 8.13 |
Large Cap | 76.8 | 67.31 |
Small Cap | 10.58 | 2.88 |
Mid Cap | 4.58 | 21.68 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 7.69 | 2.8 |
Communication Services | 4.74 | 5.34 |
Energy | 1.19 | 2.2 |
Technology | 5.84 | 7.81 |
Industrials | 5.54 | 10.79 |
Basic Materials | 5.69 | 7.98 |
Financial Services | 41.29 | 30.24 |
Healthcare | 9.08 | 8.92 |
Consumer Cyclical | 15.83 | 14.21 |
Utilities | 1.78 | 3.27 |
Real Estate | 0.49 | 1.2 |
Consumer Defensive | 0.84 | 5.25 |
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