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

UTI 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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UTI ELSS Tax Saver 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	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16645 Cr	₹3678 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	02 Apr 1996	30 Jul 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	36.4%	23%
Expense Ratio	1.7	1.9
Manager	Dhruv Muchhal	Vishal Chopda
ISIN Code	INF179K01BB8	INF789F01547
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	3.96%	4.15%
6 Month	7.53%	6.88%
1 Year	9.26%	2.59%
3 Year	21.93%	13.49%
5 Year	26.15%	18.27%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	3.06%	2.23%
1 Year	15.77%	11.4%
3 Year	20.28%	13.23%
5 Year	21.24%	12.91%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	16.69%	10.86%
3 Year	15.49%	11.39%
5 Year	15.17%	12.32%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	11.34%	12.37%
Sharp	1.25%	0.54%
Beta	0.86%	0.94%
Alpha	6.51%	-3.01%

Fund Managers

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Vishal Chopda
Total AUM	₹520687 Cr	₹6487 Cr
Funds Managed	40	3
	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	6.45	7.09
Large Cap	78.27	72.25
Small Cap	11.34	8.55
Mid Cap	3.94	12.1

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	5.89	1.71
Communication Services	4.44	7.22
Energy	1.17	5.58
Technology	4.93	9.7
Industrials	5.64	7.77
Basic Materials	6	3.12
Financial Services	41.44	32.83
Healthcare	10.25	6.34
Consumer Cyclical	17.76	13.77
Utilities	1.69	3.5
Consumer Defensive	0.8	5.83
Real Estate	-	2.62

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