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Tata ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹16645 Cr | ₹4550 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 | 1.19% | 3.49% |
| 6 Month | 5.7% | 7.07% |
| 1 Year | 10.87% | 7.12% |
| 3 Year | 21.09% | 15.2% |
| 5 Year | 24% | 18.26% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.35% | 3.53% |
| 1 Year | 14.3% | 14.53% |
| 3 Year | 18.99% | 14.7% |
| 5 Year | 20.24% | 15.02% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.63% | 12.49% |
| 3 Year | 16.28% | 15.03% |
| 5 Year | 15.68% | 14.05% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.22% | 13.16% |
| Sharp | 1.21% | 0.66% |
| Beta | 0.83% | 0.97% |
| Alpha | 5.77% | -0.46% |
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 | 6.45 | 8.5 |
| Large Cap | 78.27 | 59.62 |
| Small Cap | 11.34 | 21.72 |
| Mid Cap | 3.94 | 10.16 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.89 | 4.39 |
| Communication Services | 4.44 | 4.18 |
| Energy | 1.17 | 5.29 |
| Technology | 4.93 | 6.03 |
| Industrials | 5.64 | 14.31 |
| Basic Materials | 6 | 7.06 |
| Financial Services | 41.44 | 33.88 |
| Healthcare | 10.25 | 3.19 |
| Consumer Cyclical | 17.76 | 14.67 |
| Utilities | 1.69 | 2.58 |
| Consumer Defensive | 0.8 | 1.83 |
| Real Estate | - | 2.59 |
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