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

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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tortoise-icon 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

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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