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HDFC ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 4.38% 1.73%
6 Month 1.61% -5.8%
1 Year 13.41% 6.72%
3 Year 22.8% 15.07%
5 Year 27.35% 21.67%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month 4.15% -
1 Year 4.51% -5.11%
3 Year 22.7% 14.43%
5 Year 23.41% 16.22%

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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