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	0.88%	1.5%
6 Month	6.09%	4.84%
1 Year	11.14%	5.67%
3 Year	20.95%	12.9%
5 Year	24.03%	16%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	2.16%	1.14%
1 Year	13.51%	8.75%
3 Year	18.58%	11.52%
5 Year	20.01%	11.71%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	16.63%	10.67%
3 Year	16.28%	11.49%
5 Year	15.68%	12.43%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	11.22%	12.37%
Sharp	1.21%	0.56%
Beta	0.83%	0.94%
Alpha	5.77%	-2.88%

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	5.11
Large Cap	78.27	72.39
Small Cap	11.34	8.91
Mid Cap	3.94	13.59

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	5.89	0.28
Communication Services	4.44	7.42
Energy	1.17	5.81
Technology	4.93	10.13
Industrials	5.64	8.49
Basic Materials	6	3.26
Financial Services	41.44	33.62
Healthcare	10.25	5.77
Consumer Cyclical	17.76	13.45
Utilities	1.69	3.53
Consumer Defensive	0.8	5.19
Real Estate	-	3.06

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