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) | ₹16579 Cr | ₹911 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 | 1.65% | 0.61% |
6 Month | 12.2% | 11.4% |
1 Year | 5.97% | 2.82% |
3 Year | 22.02% | 17.83% |
5 Year | 24.75% | 18.65% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
6 Month | 3.37% | 3.65% |
1 Year | 8.32% | 4.41% |
3 Year | 19.77% | 16.83% |
5 Year | 21.14% | 15.74% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
1 Year | 17.03% | 12.15% |
3 Year | 15.38% | 12.41% |
5 Year | 15.1% | 14.45% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Standard Deviation | 11.55% | 13.32% |
Sharp | 1.29% | 0.84% |
Beta | 0.86% | 0.94% |
Alpha | 6.92% | 2.52% |
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 | 6.64 | 6.44 |
Large Cap | 77.83 | 58.55 |
Small Cap | 11.09 | 17.27 |
Mid Cap | 4.44 | 17.74 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Others | 6.07 | 3.86 |
Communication Services | 4.55 | 3.05 |
Energy | 1.19 | 3.9 |
Technology | 5.21 | 9.46 |
Industrials | 5.69 | 11.51 |
Basic Materials | 6 | 7.13 |
Financial Services | 42.46 | 30.28 |
Healthcare | 9.73 | 8.36 |
Consumer Cyclical | 16.05 | 13.48 |
Utilities | 1.76 | 3.19 |
Real Estate | 0.49 | - |
Consumer Defensive | 0.81 | 5.78 |
Top Comparisons
Invesco India Dynamic Equity Fund - Growth
3Y Returns13.33%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.82%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns19.8%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns21.32%
LIC MF Small Cap Fund Regular - Growth
3Y Returns18.16%
Axis Small Cap Fund Regular Growth
3Y Returns20.01%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns21.28%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns26.84%