HDFC ELSS Tax saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare
HDFC ELSS Tax saver Fund - Growth Plan
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17241 Cr | ₹15519 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 21 Sep 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 36.4% | 23% |
| Expense Ratio | 1.7 | 1.69 |
| Manager | Dhruv Muchhal | Ashutosh Bhargava |
| ISIN Code | INF179K01BB8 | INF204K01GK4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 0.12% | 0.71% |
| 6 Month | 3.21% | 2.7% |
| 1 Year | 10.83% | 8.11% |
| 3 Year | 21.71% | 17.98% |
| 5 Year | 21.41% | 18.53% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 2.58% | 2.11% |
| 1 Year | 14.16% | 13.37% |
| 3 Year | 17.75% | 14.17% |
| 5 Year | 19.45% | 15.45% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 16.37% | 10.02% |
| 3 Year | 16.42% | 12.85% |
| 5 Year | 15.83% | 14.33% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.39% | 12.81% |
| Sharp | 1.2% | 0.8% |
| Beta | 0.83% | 0.99% |
| Alpha | 5.13% | 0.74% |
Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Ashutosh Bhargava |
| Total AUM | ₹520687 Cr | ₹121448 Cr |
| Funds Managed | 40 | 12 |
| HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 5.76 | 3.9 |
| Large Cap | 79.75 | 64.46 |
| Small Cap | 10.26 | 17.49 |
| Mid Cap | 4.23 | 14.15 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 5.21 | 0.33 |
| Communication Services | 4.74 | 4.08 |
| Energy | 1.17 | 5.53 |
| Technology | 5.39 | 4.86 |
| Industrials | 5.66 | 10.12 |
| Basic Materials | 5.72 | 3.29 |
| Financial Services | 43.43 | 36.38 |
| Healthcare | 9.63 | 6.32 |
| Consumer Cyclical | 16.63 | 11.89 |
| Utilities | 1.57 | 6.59 |
| Consumer Defensive | 0.84 | 10.62 |
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