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Large CapVSELSS
Axis Bluechip Fund vs HDFC ELSS Tax Saver Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
19.68%
VS
3Y Return
16.22%
| Parameter | AAxis Bluechip Fund - Regular Plan - Growth | BHDFC ELSS Tax Saver Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Axis Mutual Fund | HDFC Mutual Fund |
| Category | Large Cap | ELSS |
| NAV (βΉ) | 18.82 | 1325.00 |
| AUM (βΉ Cr) | 3.45 Lac Cr | 1.56 Lac Cr |
| Expense Ratio (%) | 1.52% | 1.24% |
| Riskometer | Very High | Very High |
| Volatility | 11.34 | 13.3 |
| Sharpe Ratio | 1.16 | 0.73 |
| 1 Year Return (%) | 4.44% | -5.24% |
| 3 Year Return (%) | 19.68% | 16.22% |
| 5 Year Return (%) | 5.62% | 16.62% |
| Since Launch (%) | 14.6% | 12.04% |
| Min SIP (βΉ) | 500 | 500 |
| Min Lumpsum (βΉ) | 1000 | 1000 |
| Launch Date | 28 September 2021 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Ashish Naik; Shreyash Devalkar (7.8 years yrs) | Amar Kalkundrikar; Dhruv Muchhal (2.9 years yrs) |
| Benchmark | Nifty 50 | Nifty 500 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | ICICI Bank Ltd. (8.93%), HDFC Bank Ltd. (8.23%), Axis Bank Ltd. (7.22%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 96.57% | GOI Sec: 0.33% |
| Portfolio Turnover | 16% | 32% |
Why consider Axis Bluechip Fund?
- Expense ratio: 1.52%
- 3Y return: 19.68%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.16
Why consider HDFC ELSS Tax Saver Fund?
- Expense ratio: 1.24%
- 3Y return: 16.22%
- AUM: 1.56 Lac Cr
- Sharpe Ratio: 0.73
SIP Calculator β Compare Growth Potential
Axis Bluechip Fund
βΉ1872598.46
@19.7% annual return (3Y)
HDFC ELSS Tax Saver Fund
βΉ1502840.21
@16.2% annual return (3Y)
*Projected returns are illustrative based on historical 3βyear returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
π Author & Founder at Share Target Price
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β οΈ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.