Tata ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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)	₹16645 Cr	₹4550 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	0.73%	1.73%
6 Month	6.57%	8.48%
1 Year	6.28%	0.34%
3 Year	20.93%	14.91%
5 Year	24.66%	18.71%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	3.91%	4.05%
1 Year	16.36%	13.92%
3 Year	19.8%	14.61%
5 Year	20.76%	15.08%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	16.69%	12.85%
3 Year	15.49%	14.94%
5 Year	15.17%	13.91%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	11.22%	13.16%
Sharp	1.21%	0.66%
Beta	0.83%	0.97%
Alpha	5.77%	-0.46%

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	6.45	8.5
Large Cap	78.27	59.62
Small Cap	11.34	21.72
Mid Cap	3.94	10.16

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
Others	5.89	4.39
Communication Services	4.44	4.18
Energy	1.17	5.29
Technology	4.93	6.03
Industrials	5.64	14.31
Basic Materials	6	7.06
Financial Services	41.44	33.88
Healthcare	10.25	3.19
Consumer Cyclical	17.76	14.67
Utilities	1.69	2.58
Consumer Defensive	0.8	1.83
Real Estate	-	2.59

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