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Tata ELSS Tax Saver Fund vs HDFC 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 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) ₹16454 Cr ₹4582 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 1.94% 1.26%
6 Month 7.39% 1.8%
1 Year 6.94% 2.17%
3 Year 25.61% 19.72%
5 Year 26.52% 21.78%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Fund - Regular Plan - Growth Option
6 Month 9.14% 9.5%
1 Year 14.89% 10.32%
3 Year 22.96% 16.96%
5 Year 23.2% 17.18%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Fund - Regular Plan - Growth Option
1 Year 17.4% 13.57%
3 Year 15.3% 14.8%
5 Year 15.03% 13.66%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation 11.92% 14.00%
Sharp 1.52% 0.97%
Beta 0.84% 0.97%
Alpha 6.76% 0.47%

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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 8.98 9.09
Large Cap 76.21 59.32
Mid Cap 4.68 10.24
Small Cap 10.14 21.35

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Tata ELSS Fund - Regular Plan - Growth Option

Others 8.65 5.19
Communication Services 4.48 4.32
Energy 1.19 5.51
Technology 5.71 6.75
Basic Materials 5.38 6.85
Industrials 5.39 13.87
Financial Services 41.81 34.15
Healthcare 8.97 3.23
Consumer Cyclical 15.01 14.22
Utilities 1.76 2.45
Real Estate 0.71 2.46
Consumer Defensive 0.92 1

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