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) | ₹16908 Cr | ₹26537 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 | -1.11% | -2.36% |
6 Month | 10.07% | 12.34% |
1 Year | 5.74% | 3.06% |
3 Year | 21.34% | 15.6% |
5 Year | 24.76% | 21.22% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
6 Month | 3.76% | 4.74% |
1 Year | 6.28% | 5.38% |
3 Year | 19.04% | 14.71% |
5 Year | 20.72% | 15.15% |
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 | 11.55% | 12.84% |
Sharp | 1.29% | 0.80% |
Beta | 0.86% | 0.95% |
Alpha | 6.92% | 1.49% |
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 | 2.68 |
Large Cap | 77.83 | 67.66 |
Small Cap | 11.09 | 15.47 |
Mid Cap | 4.44 | 14.18 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 6.07 | 2.68 |
Communication Services | 4.55 | 2.47 |
Energy | 1.19 | 4.44 |
Technology | 5.21 | 8.74 |
Industrials | 5.69 | 8.76 |
Basic Materials | 6 | 7.32 |
Financial Services | 42.46 | 32.01 |
Healthcare | 9.73 | 9.82 |
Consumer Cyclical | 16.05 | 14.87 |
Utilities | 1.76 | 3.21 |
Real Estate | 0.49 | 1.32 |
Consumer Defensive | 0.81 | 4.36 |
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