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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) | ₹16908 Cr | ₹3882 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 | -2.32% | -4.59% |
| 6 Month | 6.54% | 2.9% |
| 1 Year | 6.57% | -1.11% |
| 3 Year | 22.07% | 12.53% |
| 5 Year | 25.08% | 18.12% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.99% | 2.98% |
| 1 Year | 7.11% | 0.04% |
| 3 Year | 19.94% | 11.68% |
| 5 Year | 21.31% | 12.54% |
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 | 11.55% | 12.37% |
| Sharp | 1.29% | 0.92% |
| Beta | 0.84% | 0.94% |
| Alpha | 6.76% | -2.11% |
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 | 8.04 | 7.46 |
| Large Cap | 76.8 | 69.68 |
| Small Cap | 10.58 | 8.13 |
| Mid Cap | 4.58 | 14.73 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.69 | 3.13 |
| Communication Services | 4.74 | 5.17 |
| Energy | 1.19 | 4.75 |
| Technology | 5.84 | 9.9 |
| Industrials | 5.54 | 9.22 |
| Basic Materials | 5.69 | 3.2 |
| Financial Services | 41.29 | 32.08 |
| Healthcare | 9.08 | 6.45 |
| Consumer Cyclical | 15.83 | 13.9 |
| Utilities | 1.78 | 3.09 |
| Real Estate | 0.49 | 2.38 |
| Consumer Defensive | 0.84 | 6.75 |
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