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)	₹17163 Cr	₹3762 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	-2.35%	-3.54%
6 Month	0.77%	-1.01%
1 Year	12.6%	7.68%
3 Year	20.87%	13.99%
5 Year	20.63%	12.62%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-2.78%	-3.12%
1 Year	1.44%	-0.88%
3 Year	13.9%	7.8%
5 Year	17.5%	9.76%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	16.37%	10.54%
3 Year	16.42%	11.59%
5 Year	15.85%	12.49%

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	1.31%	0.65%
Beta	0.82%	0.95%
Alpha	5.38%	-2.08%

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	3.1	4.69
Large Cap	82.26	72.69
Small Cap	9.23	9.5
Mid Cap	5.41	13.11

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	2.01	0.14
Communication Services	4.55	6.94
Energy	3.22	5.62
Technology	7.12	10.54
Industrials	5.4	7.59
Basic Materials	4.93	4.07
Financial Services	43.7	34.01
Healthcare	7.39	6.3
Consumer Cyclical	16.35	13.56
Consumer Defensive	3.78	5.31
Utilities	1.54	3.24
Real Estate	-	2.68

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