HDFC ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
Overview
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Fund | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹15413 Cr | ₹4398 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 02 Apr 1996 | 13 Oct 2014 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 36.4% | 20% |
Expense Ratio | 1.7 | 1.82 |
Manager | Dhruv Muchhal | Sailesh Jain |
ISIN Code | INF179K01BB8 | INF277K01I52 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | 1.37% | 2.76% |
6 Month | 3.91% | -0.17% |
1 Year | 12.17% | 10.3% |
3 Year | 25.02% | 18.6% |
5 Year | 29.72% | 24.7% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | 7.31% | 4.69% |
1 Year | 11.23% | 3.02% |
3 Year | 23.9% | 16.54% |
5 Year | 23.79% | 17.06% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 17.75% | 13.97% |
3 Year | 15.14% | 14.85% |
5 Year | 14.93% | 13.39% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 12.311% | 14.429% |
Sharp | 1.077% | 0.451% |
Beta | 0.848% | 0.972% |
Alpha | 7.78% | 0.237% |
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Fund Managers
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Name | Dhruv Muchhal | Sailesh Jain |
Total AUM | ₹520687 Cr | ₹17041 Cr |
Funds Managed | 40 | 7 |
HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Market Cap
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 7.25 | 5.12 |
Large Cap | 75.98 | 60.14 |
Mid Cap | 6.34 | 10.05 |
Small Cap | 10.42 | 24.69 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 6.95 | 4.54 |
Communication Services | 5.85 | 3.74 |
Energy | 0.59 | 5.19 |
Technology | 6.67 | 7.95 |
Basic Materials | 5.51 | 7.21 |
Industrials | 5.95 | 13.81 |
Financial Services | 40.82 | 31.02 |
Healthcare | 10.74 | 3.54 |
Consumer Cyclical | 13.5 | 16.2 |
Utilities | 1.27 | 2.54 |
Real Estate | 1.15 | 2.78 |
Consumer Defensive | 1.02 | 1.49 |
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