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)	₹16525 Cr	₹4472 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%	2.2%
6 Month	15.26%	13.02%
1 Year	2.56%	-2.88%
3 Year	21.04%	14.23%
5 Year	25.16%	19.76%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	4.07%	2.82%
1 Year	14.05%	7.24%
3 Year	20.56%	13.99%
5 Year	21.38%	14.86%

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	11.49%	13.41%
Sharp	1.16%	0.56%
Beta	0.86%	0.97%
Alpha	7.12%	0.41%

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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