HDFC ELSS Tax saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare

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HDFC ELSS Tax saver Fund - Growth Plan

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NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹16525 Cr	₹14934 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	2.06%	1.35%
6 Month	15.32%	16.6%
1 Year	2.38%	-2.02%
3 Year	21.05%	16.66%
5 Year	24.89%	23.04%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
6 Month	4.07%	3.2%
1 Year	14.05%	11.03%
3 Year	20.56%	16.35%
5 Year	21.38%	17.19%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
1 Year	17.03%	10.74%
3 Year	15.38%	12.38%
5 Year	15.1%	13.91%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Standard Deviation	11.49%	12.81%
Sharp	1.16%	0.79%
Beta	0.86%	0.99%
Alpha	7.12%	1.45%

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	6.64	3.86
Large Cap	77.83	64.75
Small Cap	11.09	17.01
Mid Cap	4.44	14.38

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Others	6.07	0.73
Communication Services	4.55	3.7
Energy	1.19	4.4
Technology	5.21	5.28
Industrials	5.69	11.38
Basic Materials	6	4.24
Financial Services	42.46	38.38
Healthcare	9.73	4.43
Consumer Cyclical	16.05	11.26
Utilities	1.76	6.78
Real Estate	0.49	-
Consumer Defensive	0.81	9.42

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Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation