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UTI ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon 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) ₹16579 Cr ₹3732 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 -1.11% -2.76%
6 Month 10.07% 7.35%
1 Year 5.74% -1.48%
3 Year 21.34% 11.98%
5 Year 24.76% 18.07%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month 3.37% 1.48%
1 Year 8.32% 0.35%
3 Year 19.77% 11.37%
5 Year 21.14% 12.22%

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% 0.63%
Beta 0.86% 0.93%
Alpha 6.92% -2.41%

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 6.64 4.9
Large Cap 77.83 72.02
Small Cap 11.09 9.56
Mid Cap 4.44 13.52

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 6.07 0.63
Communication Services 4.55 6.26
Energy 1.19 4.6
Technology 5.21 10.16
Industrials 5.69 8.95
Basic Materials 6 3.33
Financial Services 42.46 33.32
Healthcare 9.73 6.9
Consumer Cyclical 16.05 13.73
Utilities 1.76 3.62
Real Estate 0.49 2.26
Consumer Defensive 0.81 6.24

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