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

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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Chart Comparison

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)	₹16645 Cr	₹15060 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	0.7%	2.16%
6 Month	5.2%	6.34%
1 Year	9.15%	6.19%
3 Year	20.9%	17.45%
5 Year	24.09%	21.5%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
6 Month	2.16%	2.19%
1 Year	13.51%	13.36%
3 Year	18.58%	15.23%
5 Year	20.01%	16.21%

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%	12.81%
Sharp	1.21%	0.87%
Beta	0.83%	0.99%
Alpha	5.77%	1.03%

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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