Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

Invest Now

tortoise-icon UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Invest Now

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 Risk Very High Risk
Asset Size (Cr) ₹15413 Cr ₹3643 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 -0.4% -1.57%
6 Month -3.39% -7.63%
1 Year 13.16% 9.28%
3 Year 20.44% 9.44%
5 Year 20.09% 14.62%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.93% -0.91%
3 Year 22.87% 13.61%
5 Year 23.9% 15.44%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 17.75% 11.44%
3 Year 15.14% 11.24%
5 Year 14.93% 12.09%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 11.39% 12.37%
Sharp 1.57% 0.26%
Beta 0.85% 0.97%
Alpha 6.77% -3.86%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 7.59 2.37
Large Cap 77.22 62.97
Mid Cap 5.65 24.95
Small Cap 9.54 9.75

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 7.59 2.37
Telecom - Services 5.35 4.64
Petroleum Products 0.17 2.51
IT - Software 8.25 10.42
Cement & Cement Products 1.56 2.14
Construction 1.02 1.61
Banks 36.8 21.05
Agricultural, Commercial & Construction Vehicles 1.18 -
Pharmaceuticals & Biotechnology 7.45 3.03
Automobiles 8.99 3.22
Aerospace & Defense 1.47 1.4
Ferrous Metals 1.12 1.55
Healthcare Services 4.39 2.94
Insurance 5.76 2.85
IT - Services 0.55 -
Transport Services 0.22 -
Consumer Durables 1.95 6.59
Oil 0.42 -
Entertainment 0.31 -
Fertilizers & Agrochemicals 0.18 2.38
Auto Components 0.15 3.99
Retailing 0.84 5.84
Power 1.31 3.04
Realty 1.44 2.59
Beverages 1 0.3
Commercial Services & Supplies 0.53 -
Industrial Products - 2.92
Personal Products - 2.45
Finance - 3.89
Agricultural Food & other Products - 0.93
Food Products - 1.18
Electrical Equipment - 0.09
Leisure Services - 2
Financial Technology (Fintech) - 0.75
Gas - 1.37

Top Comparisons

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns14.42%

VS

DSP World Energy Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth

3Y Returns3.51%

Compare Now

Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth

3Y Returns8.12%

VS

Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth

3Y Returns8.12%

Compare Now

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns18.61%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns18.78%

Compare Now

HDFC Corporate Bond Fund - Growth Option HDFC Corporate Bond Fund - Growth Option

3Y Returns6.49%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns5.87%

Compare Now
Add to Cart Successfully