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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) | ₹17241 Cr | ₹34263 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 | -1.19% | -1.89% |
| 6 Month | 2.03% | -0.66% |
| 1 Year | 11.91% | 7.19% |
| 3 Year | 20.78% | 14.7% |
| 5 Year | 20.13% | 9.56% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.01% | -0.7% |
| 1 Year | 9.88% | 4.49% |
| 3 Year | 16.15% | 10.2% |
| 5 Year | 18.56% | 9.67% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.37% | 13.62% |
| 3 Year | 16.42% | 14.04% |
| 5 Year | 15.83% | 16.44% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.39% | 15.43% |
| Sharp | 1.31% | 0.67% |
| Beta | 0.82% | 0.89% |
| Alpha | 5.38% | -1.11% |
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 | 5.76 | 8.51 |
| Large Cap | 79.75 | 66.01 |
| Small Cap | 10.26 | 3 |
| Mid Cap | 4.23 | 22.48 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.21 | 1.3 |
| Communication Services | 4.74 | 6.14 |
| Energy | 1.17 | 1.65 |
| Technology | 5.39 | 8.54 |
| Industrials | 5.66 | 11.59 |
| Basic Materials | 5.72 | 8.31 |
| Financial Services | 43.43 | 30.23 |
| Healthcare | 9.63 | 9.02 |
| Consumer Cyclical | 16.63 | 15.98 |
| Utilities | 1.57 | 2.46 |
| Consumer Defensive | 0.84 | 3.64 |
| Real Estate | - | 1.12 |
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