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 | 0.98% | 2.95% |
6 Month | 1.08% | -3.98% |
1 Year | 8.29% | 4.01% |
3 Year | 25.74% | 20.31% |
5 Year | 27.32% | 22.23% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.81% | 7.91% |
1 Year | 8.83% | 5.45% |
3 Year | 21.97% | 16.48% |
5 Year | 22.62% | 16.33% |
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 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
HSBC Large Cap Fund - Regular Growth
3Y Returns18.48%
LIC MF Large Cap Fund-Growth
3Y Returns15.87%
HDFC Focused 30 Fund - GROWTH PLAN
3Y Returns26.37%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns22.08%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns26.11%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns12.24%
LIC MF Liquid Fund-Growth
3Y Returns6.89%
LIC MF Liquid Fund-Regular Plan-Growth
3Y Returns6.89%