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

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HSBC ELSS Tax saver Fund - Regular Growth

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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	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

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%

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%

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%

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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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

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

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