Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

Invest Now

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

Invest Now

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) ₹15413 Cr ₹383 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 5.35% 7.93%
6 Month 2.94% -2.52%
1 Year 10.48% 7.35%
3 Year 25.3% 19.89%
5 Year 27.83% 22.81%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month 7.73% 8.31%
1 Year 11.01% 7.45%
3 Year 22.74% 17.34%
5 Year 23.12% 16.87%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 17.4% 12.12%
3 Year 15.3% 13.49%
5 Year 15.03% 13.58%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 12.311% 13.32%
Sharp 1.077% 0.526%
Beta 0.848% 0.938%
Alpha 7.78% -0.306%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 7.25 4.15
Large Cap 75.98 63.86
Mid Cap 6.34 18.34
Small Cap 10.42 13.66

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 6.95 3.06
Communication Services 5.85 3.11
Energy 0.59 6.33
Technology 6.67 12.37
Basic Materials 5.51 4.18
Industrials 5.95 11.24
Financial Services 40.82 33.47
Healthcare 10.74 8
Consumer Cyclical 13.5 9.54
Utilities 1.27 2.22
Real Estate 1.15 1.56
Consumer Defensive 1.02 4.92

Top Comparisons

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns17.72%

VS

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns15.94%

Compare Now

SBI Dividend Yield Fund - Regular Plan - Growth SBI Dividend Yield Fund - Regular Plan - Growth

3Y Returns0%

VS

UTI-Dividend Yield Fund.-Growth UTI-Dividend Yield Fund.-Growth

3Y Returns21.8%

Compare Now

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns7.06%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.76%

Compare Now

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.33%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns6.36%

Compare Now
Add to Cart Successfully