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HDFC ELSS Tax saver Fund vs Edelweiss 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) | ₹17194 Cr | ₹440 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 | 0.95% | 1.56% |
| 6 Month | 6.16% | 6.26% |
| 1 Year | 7.41% | 2.6% |
| 3 Year | 20.1% | 15.91% |
| 5 Year | 23.02% | 17.22% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.22% | 4.77% |
| 1 Year | 16.37% | 18.57% |
| 3 Year | 18.87% | 15.45% |
| 5 Year | 20.13% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.54% | 11.39% |
| 3 Year | 16.35% | 13.96% |
| 5 Year | 15.75% | 13.79% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.22% | 13.18% |
| Sharp | 1.21% | 0.71% |
| Beta | 0.83% | 0.98% |
| Alpha | 5.77% | 0.14% |
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 | 5.97 | 4.18 |
| Large Cap | 78.91 | 60.18 |
| Small Cap | 10.97 | 16.68 |
| Mid Cap | 4.14 | 18.95 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.42 | 1.54 |
| Communication Services | 4.65 | 3.93 |
| Energy | 1.21 | 6.97 |
| Technology | 5.12 | 11.43 |
| Industrials | 5.64 | 8.97 |
| Basic Materials | 6.09 | 4.74 |
| Financial Services | 42.42 | 36.23 |
| Healthcare | 9.88 | 7.37 |
| Consumer Cyclical | 17.06 | 10.6 |
| Utilities | 1.68 | 1.99 |
| Consumer Defensive | 0.83 | 4.93 |
| Real Estate | - | 1.29 |
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