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)	₹17194 Cr	₹4717 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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
1 Month	0.95%	0.94%
6 Month	6.16%	5.09%
1 Year	7.41%	1.46%
3 Year	20.1%	14.26%
5 Year	23.02%	17.41%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	3.22%	3.93%
1 Year	16.37%	15.78%
3 Year	18.87%	14.28%
5 Year	20.13%	14.75%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	16.54%	12.35%
3 Year	16.35%	15.06%
5 Year	15.75%	14.1%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	11.17%	13.11%
Sharp	1.12%	0.63%
Beta	0.83%	0.97%
Alpha	5.39%	-0.07%

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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
Others	5.97	3.22
Large Cap	78.91	62.1
Small Cap	10.97	21.39
Mid Cap	4.14	13.29

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
Others	5.42	3.22
Communication Services	4.65	-
Energy	1.21	-
Technology	5.12	-
Industrials	5.64	-
Basic Materials	6.09	-
Financial Services	42.42	-
Healthcare	9.88	-
Consumer Cyclical	17.06	-
Utilities	1.68	-
Consumer Defensive	0.83	-
Telecom - Services	-	4.41
Petroleum Products	-	4.25
IT - Software	-	6.11
Pharmaceuticals & Biotechnology	-	4.56
Household Products	-	0.98
Construction	-	3.93
Finance	-	6.4
Minerals & Mining	-	1.38
Diversified FMCG	-	0.65
Non - Ferrous Metals	-	1.62
Banks	-	24.14
Cement & Cement Products	-	2.97
Leisure Services	-	1.97
Capital Markets	-	0.95
Healthcare Equipment & Supplies	-	0.19
Insurance	-	2.83
Automobiles	-	0.82
Consumer Durables	-	0.81
Realty	-	2.54
Aerospace & Defense	-	1.29
Industrial Products	-	5.49
Auto Components	-	7.78
Electrical Equipment	-	1.24
Consumable Fuels	-	1.19
Fertilizers & Agrochemicals	-	1.14
Transport Services	-	1.01
Retailing	-	1.81
Power	-	2.47
Textiles & Apparels	-	0.43
Beverages	-	1.19
Healthcare Services	-	0.23