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) | ₹17163 Cr | ₹9022 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 | -2.37% | -3.91% |
| 6 Month | 0.7% | -1.98% |
| 1 Year | 11.17% | 6.67% |
| 3 Year | 19.97% | 14.26% |
| 5 Year | 20.24% | 13.94% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.1% | -0.7% |
| 1 Year | 8.41% | 6.66% |
| 3 Year | 15.94% | 10.92% |
| 5 Year | 18.52% | 12.2% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.37% | 12.09% |
| 3 Year | 16.42% | 14.95% |
| 5 Year | 15.85% | 15.53% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.39% | 12.05% |
| Sharp | 1.31% | 0.77% |
| Beta | 0.82% | 0.92% |
| Alpha | 5.38% | -0.71% |
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 | 3.1 | 7.45 |
| Large Cap | 82.26 | 68.69 |
| Small Cap | 9.23 | 8.83 |
| Mid Cap | 5.41 | 15.02 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.01 | 3.04 |
| Communication Services | 4.55 | 4.25 |
| Energy | 3.22 | 5.63 |
| Technology | 7.12 | 6.69 |
| Industrials | 5.4 | 12.89 |
| Basic Materials | 4.93 | 5.45 |
| Financial Services | 43.7 | 29.55 |
| Healthcare | 7.39 | 6.3 |
| Consumer Cyclical | 16.35 | 14.61 |
| Consumer Defensive | 3.78 | 6.3 |
| Utilities | 1.54 | 2.84 |
| Real Estate | - | 2.46 |
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