UTI ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3977 Cr | ₹3643 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 27 Feb 2006 | 30 Jul 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 23% |
Expense Ratio | 1.89 | 1.9 |
Manager | Gautam Bhupal | Vishal Chopda |
ISIN Code | INF677K01064 | INF789F01547 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.4% | 2.5% |
6 Month | -0.57% | 0.75% |
1 Year | 9.08% | 7.99% |
3 Year | 22.08% | 16.21% |
5 Year | 25.02% | 22.95% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.56% | 5.7% |
1 Year | 4.49% | 3.62% |
3 Year | 21.58% | 15.19% |
5 Year | 19.45% | 15.02% |
Rolling Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.01% | 11.44% |
3 Year | 14.15% | 11.24% |
5 Year | 13.19% | 12.09% |
Risk Management
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.421% | 12.37% |
Sharp | 0.548% | 0.49% |
Beta | 0.99% | 0.94% |
Alpha | 2.056% | -2.03% |
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Fund Managers
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Gautam Bhupal | Vishal Chopda |
Total AUM | ₹25949 Cr | ₹6487 Cr |
Funds Managed | 13 | 3 |
HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.39 | 3.23 |
Large Cap | 48.17 | 69.15 |
Small Cap | 26.02 | 6.73 |
Mid Cap | 23.42 | 20.88 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.62 | 3.23 |
Energy | 4.19 | - |
Industrials | 18.01 | - |
Technology | 12.24 | - |
Consumer Defensive | 3.2 | - |
Consumer Cyclical | 19.36 | - |
Healthcare | 5.83 | - |
Financial Services | 23.48 | - |
Basic Materials | 6.44 | - |
Utilities | 3.21 | - |
Communication Services | 1.91 | - |
Real Estate | 1.51 | - |
Petroleum Products | - | 3.26 |
Industrial Products | - | 3.02 |
IT - Software | - | 9.52 |
Retailing | - | 5.02 |
Pharmaceuticals & Biotechnology | - | 2.74 |
Banks | - | 22.29 |
Automobiles | - | 3.84 |
Cement & Cement Products | - | 1.66 |
Ferrous Metals | - | 2.29 |
Realty | - | 2.61 |
Personal Products | - | 2.34 |
Healthcare Services | - | 3.26 |
Finance | - | 5.76 |
Fertilizers & Agrochemicals | - | 1.45 |
Consumer Durables | - | 5.1 |
Agricultural Food & other Products | - | 1.03 |
Food Products | - | 1.29 |
Aerospace & Defense | - | 1.53 |
Leisure Services | - | 2.17 |
Telecom - Services | - | 5.44 |
Financial Technology (Fintech) | - | 0.72 |
Entertainment | - | 0.35 |
Power | - | 2.61 |
Insurance | - | 2.92 |
Auto Components | - | 3.33 |
Gas | - | 1.21 |
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