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

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)	₹4184 Cr	₹3785 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	-0.07%	0.89%
6 Month	1.85%	1.99%
1 Year	1.03%	4.29%
3 Year	20.86%	14.75%
5 Year	17.16%	14.13%

SIP Return Analysis

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-0.9%	0.45%
1 Year	7.05%	8.09%
3 Year	15.41%	11.32%
5 Year	16.03%	11.74%

Rolling Lumpsum Returns

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	12.92%	10.58%
3 Year	14.57%	11.54%
5 Year	13.6%	12.47%

Risk Management

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	14.06%	12.37%
Sharp	0.85%	0.56%
Beta	0.99%	0.95%
Alpha	3.41%	-2.24%

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	4.4	5.14
Large Cap	46.47	71.92
Small Cap	26.54	9.16
Mid Cap	22.6	13.78

Sector Allocation

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	1.46	0.61
Energy	4.58	5.54
Industrials	14.54	7.69
Technology	13.11	10.77
Consumer Defensive	2.97	5.1
Consumer Cyclical	21.23	13.26
Healthcare	5.26	5.79
Financial Services	24.69	33.83
Basic Materials	5.48	3.91
Utilities	2.86	3.3
Communication Services	2.35	7.07
Real Estate	1.46	3.12

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