BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
Chart Comparison
Overview
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Fund | HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹16525 Cr | ₹896 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 02 Apr 1996 | 05 Jan 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 36.4% | % |
Expense Ratio | 1.7 | 2.2 |
Manager | Dhruv Muchhal | Miten Vora |
ISIN Code | INF179K01BB8 | INF251K01985 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
1 Month | 0.5% | -0.23% |
6 Month | 12.37% | 10.92% |
1 Year | 3.78% | -2.04% |
3 Year | 22.75% | 18.76% |
5 Year | 25.19% | 17.79% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
6 Month | 2.88% | 1.94% |
1 Year | 15.07% | 9.53% |
3 Year | 19.91% | 16.31% |
5 Year | 20.91% | 15.36% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
1 Year | 16.69% | 11.98% |
3 Year | 15.49% | 12.5% |
5 Year | 15.17% | 14.51% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Standard Deviation | 11.34% | 13.18% |
Sharp | 1.25% | 0.83% |
Beta | 0.86% | 0.95% |
Alpha | 6.51% | 2.54% |
Fund Managers
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Name | Dhruv Muchhal | Miten Vora |
Total AUM | ₹520687 Cr | ₹6478 Cr |
Funds Managed | 40 | 6 |
HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Market Cap
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Others | 7.15 | 6.64 |
Large Cap | 77.84 | 60.63 |
Small Cap | 11.01 | 13.33 |
Mid Cap | 4 | 19.41 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Others | 6.56 | 3.2 |
Communication Services | 4.51 | 3.05 |
Energy | 1.15 | 3.87 |
Technology | 5.18 | 10.42 |
Industrials | 5.72 | 11.52 |
Basic Materials | 5.76 | 7.16 |
Financial Services | 41.13 | 29.26 |
Healthcare | 10.02 | 8.05 |
Consumer Cyclical | 17.51 | 15.13 |
Utilities | 1.67 | 3.11 |
Real Estate | 0 | - |
Consumer Defensive | 0.79 | 5.23 |
Top Comparisons
Kotak Banking and PSU Debt - Growth
3Y Returns7.69%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.32%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns25.14%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns14.03%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns17.67%
HSBC Focused Fund - Regular Growth
3Y Returns17.77%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns26.2%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns18.76%