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UTI ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹16525 Cr | ₹3665 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 | 3.32% | 3.92% |
| 6 Month | 15.73% | 14.25% |
| 1 Year | 3.32% | -3.87% |
| 3 Year | 22.26% | 13.19% |
| 5 Year | 25.23% | 18.25% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.07% | 3.21% |
| 1 Year | 14.05% | 8.48% |
| 3 Year | 20.56% | 12.94% |
| 5 Year | 21.38% | 12.83% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.03% | 10.99% |
| 3 Year | 15.38% | 11.32% |
| 5 Year | 15.1% | 12.26% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.49% | 12.37% |
| Sharp | 1.16% | 0.48% |
| Beta | 0.86% | 0.93% |
| Alpha | 7.12% | -2.45% |
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 | 7.15 | 6.22 |
| Large Cap | 77.84 | 71.67 |
| Small Cap | 11.01 | 9 |
| Mid Cap | 4 | 13.1 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.56 | 1.02 |
| Communication Services | 4.51 | 7.21 |
| Energy | 1.15 | 4.54 |
| Technology | 5.18 | 10.21 |
| Industrials | 5.72 | 8.19 |
| Basic Materials | 5.76 | 3.21 |
| Financial Services | 41.13 | 32.36 |
| Healthcare | 10.02 | 6.66 |
| Consumer Cyclical | 17.51 | 14.57 |
| Utilities | 1.67 | 3.58 |
| Real Estate | 0 | 2.31 |
| Consumer Defensive | 0.79 | 6.13 |
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