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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) | ₹16579 Cr | ₹4595 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 | -1.11% | -2.51% |
| 6 Month | 10.07% | 8.85% |
| 1 Year | 5.74% | 0.64% |
| 3 Year | 21.34% | 14.62% |
| 5 Year | 24.76% | 19.84% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.37% | 2.26% |
| 1 Year | 8.32% | 1.42% |
| 3 Year | 19.77% | 13.14% |
| 5 Year | 21.14% | 14.63% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.03% | 13.05% |
| 3 Year | 15.38% | 14.97% |
| 5 Year | 15.1% | 13.83% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.55% | 13.32% |
| Sharp | 1.29% | 0.72% |
| Beta | 0.86% | 0.96% |
| Alpha | 6.92% | 0.66% |
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 | 6.64 | 8.42 |
| Large Cap | 77.83 | 59.84 |
| Small Cap | 11.09 | 21.73 |
| Mid Cap | 4.44 | 10.01 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.07 | 4.55 |
| Communication Services | 4.55 | 4.22 |
| Energy | 1.19 | 5.27 |
| Technology | 5.21 | 6.27 |
| Industrials | 5.69 | 14.5 |
| Basic Materials | 6 | 7.14 |
| Financial Services | 42.46 | 34.15 |
| Healthcare | 9.73 | 3.38 |
| Consumer Cyclical | 16.05 | 13.87 |
| Utilities | 1.76 | 2.51 |
| Real Estate | 0.49 | 2.4 |
| Consumer Defensive | 0.81 | 1.76 |
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