Mirae Asset ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Fund | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹16525 Cr | ₹26076 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 02 Apr 1996 | 28 Dec 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 36.4% | 84% |
Expense Ratio | 1.7 | 1.56 |
Manager | Dhruv Muchhal | Neelesh Surana |
ISIN Code | INF179K01BB8 | INF769K01DK3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
1 Month | 2.94% | 2.91% |
6 Month | 15.26% | 16.53% |
1 Year | 2.56% | - |
3 Year | 21.04% | 16.07% |
5 Year | 25.16% | 21.07% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
6 Month | 4.07% | 4.55% |
1 Year | 14.05% | 14.06% |
3 Year | 20.56% | 16.53% |
5 Year | 21.38% | 15.92% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
1 Year | 17.03% | 15.76% |
3 Year | 15.38% | 18.1% |
5 Year | 15.1% | 19.32% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 11.49% | 12.95% |
Sharp | 1.16% | 0.67% |
Beta | 0.86% | 0.96% |
Alpha | 7.12% | 1.72% |
Fund Managers
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Name | Dhruv Muchhal | Neelesh Surana |
Total AUM | ₹520687 Cr | ₹49127 Cr |
Funds Managed | 40 | 2 |
HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 6.64 | 0.99 |
Large Cap | 77.83 | 68.42 |
Small Cap | 11.09 | 16.55 |
Mid Cap | 4.44 | 14.04 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 6.07 | 0.98 |
Communication Services | 4.55 | 2.32 |
Energy | 1.19 | 4.54 |
Technology | 5.21 | 9.46 |
Industrials | 5.69 | 8.88 |
Basic Materials | 6 | 6.15 |
Financial Services | 42.46 | 32.3 |
Healthcare | 9.73 | 10.52 |
Consumer Cyclical | 16.05 | 16.06 |
Utilities | 1.76 | 2.89 |
Real Estate | 0.49 | 1.31 |
Consumer Defensive | 0.81 | 4.6 |
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