Aeterna Wealth

HDFC ELSS - Tax Saver Fund vs Mirae Asset ELSS Tax Saver Fund

Over the last 3 years, HDFC ELSS - Tax Saver Fund returned 14.3% a year against 13.6% for Mirae Asset ELSS Tax Saver Fund (Direct plans). Mirae Asset ELSS Tax Saver Fund costs less (1.02% a year, Direct). They hold 18 stocks in common; the portfolio overlap is 39%. Data as of 5 Nov 2026.

HDFC ELSS - Tax Saver FundMirae Asset ELSS Tax Saver Fund
CategoryELSSELSS
Fund houseHDFC Mutual FundMirae Asset Mutual Fund
Benchmark (TRI)Nifty 500Nifty 500
Age13.8 years10.9 years
AUM₹15,818 cr₹26,128 cr
Direct plan
RatingA+B
Expense ratio1.20%1.02%
1Y return-3.8%-1.0%
3Y return (a year)14.3%13.6%
5Y return (a year)13.9%10.4%
3Y vs index+2.3%+1.6%
Regular plan
RatingA+B
Expense ratio1.76%1.95%
1Y return-4.3%-1.9%
3Y return (a year)13.7%12.5%
5Y return (a year)13.2%9.2%
3Y vs index+1.6%+0.5%
Risk and portfolio
Volatility, 3Y13.0%14.3%
Max fall, 5Y-14.8%-17.7%
Down capture, 3Y7599
Stocks held6169
Top 10 holdings51%41%

Common questions

HDFC ELSS - Tax Saver Fund or Mirae Asset ELSS Tax Saver Fund: which has done better?

Over the last 3 years, HDFC ELSS - Tax Saver Fund returned 14.3% a year against 13.6% for Mirae Asset ELSS Tax Saver Fund (Direct plans).

How much do HDFC ELSS - Tax Saver Fund and Mirae Asset ELSS Tax Saver Fund overlap?

They hold 18 stocks in common; the portfolio overlap is 39%.

Should I hold both?

Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.

Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.