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

Link copied to clipboard!

HSBC ELSS Tax saver Fund - Regular Growth

Invest Now

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Invest Now

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)	₹4088 Cr	₹3678 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	2.32%	2.39%
6 Month	10.97%	6.54%
1 Year	5.28%	3.22%
3 Year	19.47%	12.8%
5 Year	20.24%	17.38%

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	3.78%	2.67%
1 Year	14.71%	10.51%
3 Year	18.78%	12.41%
5 Year	17.65%	12.28%

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	13.09%	10.86%
3 Year	14.4%	11.39%
5 Year	13.43%	12.32%

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	14.03%	12.37%
Sharp	0.88%	0.54%
Beta	0.98%	0.94%
Alpha	3.06%	-3.01%

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	3.17	1.71
Large Cap	46.94	74.25
Small Cap	26.6	10.37
Mid Cap	23.29	13.65

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	0.9	1.71
Energy	4.2	-
Industrials	15.66	-
Technology	13.04	-
Consumer Defensive	3.05	-
Consumer Cyclical	21.93	-
Healthcare	5.08	-
Financial Services	23.46	-
Basic Materials	5.96	-
Utilities	3.12	-
Communication Services	2.15	-
Real Estate	1.44	-
Petroleum Products	-	4.63
Gas	-	1.41
Industrial Products	-	2.1
IT - Software	-	9.68
Retailing	-	5.29
Transport Services	-	0.07
Pharmaceuticals & Biotechnology	-	4.12
Banks	-	25.33
Automobiles	-	7.13
Ferrous Metals	-	2.29
Realty	-	2.62
Personal Products	-	2.74
Finance	-	4.63
Consumer Durables	-	3.86
Agricultural Food & other Products	-	1.08
Construction	-	0.54
Aerospace & Defense	-	1.26
Leisure Services	-	2.07
Telecom - Services	-	4.6
Healthcare Services	-	2.21
Consumable Fuels	-	0.95
Fertilizers & Agrochemicals	-	0.83
Entertainment	-	0.47
Power	-	2.1
Insurance	-	2.88
Auto Components	-	3.38