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	3.57%	2.1%
6 Month	-5.37%	-2.78%
1 Year	5.78%	3.17%
3 Year	24.23%	17.95%
5 Year	23.64%	20.91%

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	8.78%	6.8%
1 Year	6.72%	3.93%
3 Year	21.05%	14.14%
5 Year	19.12%	14.29%

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	13.62%	11.19%
3 Year	14.24%	11.24%
5 Year	13.28%	12.2%

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%	0.67%
Beta	0.99%	0.94%
Alpha	2.056%	-2.15%

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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	3.67
Large Cap	48.17	70.46
Small Cap	26.02	6.24
Mid Cap	23.42	19.63

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	0.62	3.67
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	-	4.8
Industrial Products	-	2.98
IT - Software	-	9.23
Retailing	-	4.51
Pharmaceuticals & Biotechnology	-	2.8
Banks	-	21.77
Automobiles	-	4.06
Cement & Cement Products	-	1.97
Ferrous Metals	-	2.1
Realty	-	2.48
Personal Products	-	2.36
Finance	-	5.74
Fertilizers & Agrochemicals	-	1.21
Consumer Durables	-	5.08
Agricultural Food & other Products	-	1.11
Food Products	-	1.43
Aerospace & Defense	-	1.56
Leisure Services	-	2.32
Telecom - Services	-	4.73
Healthcare Services	-	2.83
Financial Technology (Fintech)	-	0.66
Entertainment	-	0.51
Power	-	2.48
Insurance	-	2.98
Auto Components	-	3.33
Gas	-	1.3