DSP ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17241 Cr | ₹17570 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 18 Jan 2007 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 36.4% | 35% |
| Expense Ratio | 1.7 | 1.64 |
| Manager | Dhruv Muchhal | Rohit Singhania |
| ISIN Code | INF179K01BB8 | INF740K01185 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.21% | -0.43% |
| 6 Month | 3.4% | 3.39% |
| 1 Year | 6.85% | 4% |
| 3 Year | 20.31% | 19.01% |
| 5 Year | 21.84% | 19.49% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.3% | 3.25% |
| 1 Year | 14.95% | 14.76% |
| 3 Year | 18.35% | 17.32% |
| 5 Year | 19.78% | 17.35% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.48% | 13.72% |
| 3 Year | 16.39% | 16.78% |
| 5 Year | 15.78% | 16.13% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.17% | 12.57% |
| Sharp | 1.12% | 0.96% |
| Beta | 0.83% | 0.96% |
| Alpha | 5.39% | 3.04% |
Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rohit Singhania |
| Total AUM | ₹520687 Cr | ₹46862 Cr |
| Funds Managed | 40 | 7 |
| HDFC ELSS Tax saver Fund - Growth Plan | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.76 | 7 |
| Large Cap | 79.75 | 65.06 |
| Small Cap | 10.26 | 11.68 |
| Mid Cap | 4.23 | 16.26 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.21 | 0.91 |
| Communication Services | 4.74 | 5.02 |
| Energy | 1.17 | 5.34 |
| Technology | 5.39 | 9.63 |
| Industrials | 5.66 | 4.75 |
| Basic Materials | 5.72 | 7.89 |
| Financial Services | 43.43 | 39.1 |
| Healthcare | 9.63 | 9.15 |
| Consumer Cyclical | 16.63 | 9.87 |
| Utilities | 1.57 | 3.61 |
| Consumer Defensive | 0.84 | 4.71 |
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