Edelweiss ELSS Tax saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
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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