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) | ₹17194 Cr | ₹15513 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 | 1.19% | 2.82% |
| 6 Month | 5.7% | 6.4% |
| 1 Year | 10.87% | 7.78% |
| 3 Year | 21.09% | 17.48% |
| 5 Year | 24% | 21.44% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 2.35% | 2.53% |
| 1 Year | 14.3% | 14.74% |
| 3 Year | 18.99% | 15.85% |
| 5 Year | 20.24% | 16.53% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 16.63% | 10.33% |
| 3 Year | 16.28% | 12.72% |
| 5 Year | 15.68% | 14.21% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 11.22% | 13.30% |
| Sharp | 1.21% | 0.81% |
| Beta | 0.83% | 0.99% |
| Alpha | 5.77% | 1.42% |
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 | 6.45 | 3.75 |
| Large Cap | 78.27 | 64.06 |
| Small Cap | 11.34 | 17.25 |
| Mid Cap | 3.94 | 14.93 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 5.89 | 0.62 |
| Communication Services | 4.44 | 3.76 |
| Energy | 1.17 | 4.49 |
| Technology | 4.93 | 4.74 |
| Industrials | 5.64 | 10.26 |
| Basic Materials | 6 | 4.15 |
| Financial Services | 41.44 | 37.67 |
| Healthcare | 10.25 | 5.66 |
| Consumer Cyclical | 17.76 | 11.26 |
| Utilities | 1.69 | 6.97 |
| Consumer Defensive | 0.8 | 10.41 |
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