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

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

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HDFC ELSS Tax saver Fund - Growth Plan

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Tata ELSS Fund - Regular Plan - Growth Option

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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 Fund - Regular Plan - Growth Option
Fund	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹17241 Cr	₹4795 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 Fund - Regular Plan - Growth Option
1 Month	-0.37%	-0.4%
6 Month	2.32%	2.77%
1 Year	10.26%	4.94%
3 Year	21.19%	15.82%
5 Year	21.62%	16.49%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	1.55%	3.63%
1 Year	11.33%	15%
3 Year	17.29%	13.98%
5 Year	19.4%	14.73%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	16.48%	12.33%
3 Year	16.39%	15.02%
5 Year	15.78%	14.15%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	11.39%	12.5%
Sharp	1.2%	0.7%
Beta	0.83%	0.97%
Alpha	5.13%	-0.5%

Fund Managers

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Sailesh Jain
Total AUM	₹520687 Cr	₹17041 Cr
Funds Managed	40	7
	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
Others	5.76	10.14
Large Cap	79.75	58.47
Small Cap	10.26	18.46
Mid Cap	4.23	12.93

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
Others	5.21	2.83
Communication Services	4.74	6.15
Energy	1.17	5.36
Technology	5.39	7.47
Industrials	5.66	14.08
Basic Materials	5.72	7.08
Financial Services	43.43	33.69
Healthcare	9.63	4.49
Consumer Cyclical	16.63	12.56
Utilities	1.57	2.35
Consumer Defensive	0.84	1.75
Real Estate	-	2.2

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