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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) | ₹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 | 0.28% | 0.68% |
| 6 Month | 2.3% | 2.09% |
| 1 Year | 10.49% | 4.73% |
| 3 Year | 21.38% | 15.86% |
| 5 Year | 20.92% | 15.55% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.58% | 4.91% |
| 1 Year | 14.16% | 18.28% |
| 3 Year | 17.75% | 14.6% |
| 5 Year | 19.45% | 14.9% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.37% | 12.26% |
| 3 Year | 16.42% | 15.06% |
| 5 Year | 15.83% | 14.19% |
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 | 1.31% | 0.77% |
| Beta | 0.82% | 0.97% |
| Alpha | 5.38% | -0.59% |
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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