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 | 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.54%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.88%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.95%
Mirae Asset Liquid Fund - Growth
3Y Returns6.95%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns25.52%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.63%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns7.22%