Canara Robeco ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16645 Cr | ₹8799 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 02 Feb 2009 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 36.4% | 32% |
| Expense Ratio | 1.7 | 1.69 |
| Manager | Dhruv Muchhal | Shridatta Bhandwaldar |
| ISIN Code | INF179K01BB8 | INF760K01100 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.73% | 4.13% |
| 6 Month | 8.87% | 9.49% |
| 1 Year | 9.43% | 4.61% |
| 3 Year | 21.85% | 15.36% |
| 5 Year | 25.71% | 19.24% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.06% | 2.32% |
| 1 Year | 15.77% | 12.64% |
| 3 Year | 20.28% | 14.63% |
| 5 Year | 21.24% | 14.57% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.69% | 12.37% |
| 3 Year | 15.49% | 14.89% |
| 5 Year | 15.17% | 15.47% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.34% | 12.05% |
| Sharp | 1.25% | 0.72% |
| Beta | 0.86% | 0.92% |
| Alpha | 6.51% | -0.83% |
Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Shridatta Bhandwaldar |
| Total AUM | ₹520687 Cr | ₹69491 Cr |
| Funds Managed | 40 | 12 |
| HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.45 | 6.45 |
| Large Cap | 78.27 | 68.04 |
| Small Cap | 11.34 | 9.84 |
| Mid Cap | 3.94 | 15.66 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.89 | 3.53 |
| Communication Services | 4.44 | 3.4 |
| Energy | 1.17 | 5.67 |
| Technology | 4.93 | 6.6 |
| Industrials | 5.64 | 13.28 |
| Basic Materials | 6 | 5.35 |
| Financial Services | 41.44 | 28.56 |
| Healthcare | 10.25 | 6.83 |
| Consumer Cyclical | 17.76 | 15.78 |
| Utilities | 1.69 | 3.39 |
| Consumer Defensive | 0.8 | 5.83 |
| Real Estate | - | 1.78 |
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