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) | ₹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% |
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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 |
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