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Edelweiss ELSS Tax saver Fund vs HDFC ELSS Tax saver Fund compare

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Fund HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16645 Cr ₹417 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 02 Apr 1996 30 Dec 2008
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 36.4% 57%
Expense Ratio 1.7 2.35
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179K01BB8 INF754K01517
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month 1.06% 1.74%
6 Month 9.46% 11.01%
1 Year 6.65% 0.65%
3 Year 22.72% 16.99%
5 Year 25.7% 19.28%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month 3.38% 3.01%
1 Year 16.3% 12.86%
3 Year 20.42% 15.14%
5 Year 21.32% 15.08%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 16.69% 11.64%
3 Year 15.49% 13.8%
5 Year 15.17% 13.72%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 11.34% 13.12%
Sharp 1.25% 0.70%
Beta 0.86% 0.99%
Alpha 6.51% 0.40%

Fund Managers

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Trideep Bhattacharya
Total AUM ₹520687 Cr ₹0 Cr
Funds Managed 40 9
HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 6.45 5.26
Large Cap 78.27 60.25
Small Cap 11.34 15.72
Mid Cap 3.94 18.76

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 5.89 2.75
Communication Services 4.44 3.78
Energy 1.17 6.01
Technology 4.93 10.96
Industrials 5.64 9.37
Basic Materials 6 4.85
Financial Services 41.44 35.22
Healthcare 10.25 7.63
Consumer Cyclical 17.76 10.96
Utilities 1.69 2.13
Consumer Defensive 0.8 5.14
Real Estate - 1.19

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