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

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

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HDFC ELSS Tax saver Fund - Growth Plan

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Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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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)	₹16579 Cr	₹416 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	-1.11%	-2.13%
6 Month	10.07%	10.06%
1 Year	5.74%	0.65%
3 Year	21.34%	15.18%
5 Year	24.76%	19.09%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	3.37%	3.2%
1 Year	8.32%	3.23%
3 Year	19.77%	13.97%
5 Year	21.14%	14.59%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year	17.03%	11.9%
3 Year	15.38%	13.66%
5 Year	15.1%	13.67%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation	11.55%	13.28%
Sharp	1.29%	0.72%
Beta	0.86%	0.98%
Alpha	6.92%	0.50%

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	6.64	5.34
Large Cap	77.83	61.18
Small Cap	11.09	15.57
Mid Cap	4.44	17.91

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	6.07	2.21
Communication Services	4.55	3.87
Energy	1.19	6.09
Technology	5.21	10.99
Industrials	5.69	8.76
Basic Materials	6	4.94
Financial Services	42.46	35.61
Healthcare	9.73	8.58
Consumer Cyclical	16.05	10.12
Utilities	1.76	2.43
Real Estate	0.49	1.27
Consumer Defensive	0.81	5.14

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