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 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% |
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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 |
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