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 | ₹25562 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 | 0.5% | 0.47% |
6 Month | 12.37% | 15.06% |
1 Year | 3.78% | 1.71% |
3 Year | 22.75% | 18.02% |
5 Year | 25.19% | 20.25% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.88% | 3% |
1 Year | 15.07% | 15.54% |
3 Year | 19.91% | 16.21% |
5 Year | 20.91% | 15.66% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
1 Year | 16.69% | 15.42% |
3 Year | 15.49% | 17.98% |
5 Year | 15.17% | 19.45% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 11.34% | 12.69% |
Sharp | 1.25% | 0.80% |
Beta | 0.86% | 0.96% |
Alpha | 6.51% | 1.71% |
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 | 7.15 | 0.33 |
Large Cap | 77.84 | 69.95 |
Small Cap | 11.01 | 17.24 |
Mid Cap | 4 | 12.48 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 6.56 | 0.32 |
Communication Services | 4.51 | 2.74 |
Energy | 1.15 | 4.39 |
Technology | 5.18 | 9.2 |
Industrials | 5.72 | 9.85 |
Basic Materials | 5.76 | 6.99 |
Financial Services | 41.13 | 32.87 |
Healthcare | 10.02 | 9.35 |
Consumer Cyclical | 17.51 | 16.04 |
Utilities | 1.67 | 2.62 |
Real Estate | 0 | 1.29 |
Consumer Defensive | 0.79 | 4.34 |
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