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) | ₹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 | 2.94% | 3.11% |
6 Month | 7.88% | 2.27% |
1 Year | 8.84% | 5.23% |
3 Year | 26.84% | 20.96% |
5 Year | 27.38% | 22.8% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.5% | 9.83% |
1 Year | 15.23% | 9.95% |
3 Year | 24.12% | 17.79% |
5 Year | 23.86% | 17.67% |
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 | 12.39% | 14.43% |
Sharp | 1.29% | 0.77% |
Beta | 0.85% | 0.97% |
Alpha | 6.78% | 0.64% |
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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 | 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 Fund - Regular Plan - Growth Option |
---|---|---|
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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