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) | ₹17194 Cr | ₹9073 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 | 0.82% | -0.17% |
| 6 Month | 4.12% | 1.22% |
| 1 Year | 6.33% | -0.17% |
| 3 Year | 19.94% | 13.74% |
| 5 Year | 22.6% | 16.49% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.22% | 2.41% |
| 1 Year | 16.37% | 13.39% |
| 3 Year | 18.87% | 13.43% |
| 5 Year | 20.13% | 13.6% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.54% | 12.22% |
| 3 Year | 16.35% | 14.95% |
| 5 Year | 15.75% | 15.52% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.17% | 12.05% |
| Sharp | 1.12% | 0.7% |
| Beta | 0.83% | 0.92% |
| Alpha | 5.39% | -0.63% |
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 | 5.97 | 6.07 |
| Large Cap | 78.91 | 69.54 |
| Small Cap | 10.97 | 9.24 |
| Mid Cap | 4.14 | 15.14 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.42 | 2.09 |
| Communication Services | 4.65 | 4.2 |
| Energy | 1.21 | 5.49 |
| Technology | 5.12 | 6.81 |
| Industrials | 5.64 | 13.14 |
| Basic Materials | 6.09 | 5.24 |
| Financial Services | 42.42 | 29.46 |
| Healthcare | 9.88 | 7.01 |
| Consumer Cyclical | 17.06 | 14.99 |
| Utilities | 1.68 | 3 |
| Consumer Defensive | 0.83 | 6.21 |
| Real Estate | - | 2.35 |
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