Tata ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15678 Cr ₹4552 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Mar 1996 13 Oct 2014
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 36.4% 20%
Expense Ratio 1.73 1.81
Manager Dhruv Muchhal Sailesh Jain
ISIN Code INF179K01BB8 INF277K01I52
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month -4.71% -6.49%
6 Month 7.45% 9.31%
1 Year 33.42% 27.01%
3 Year 20.26% 14.29%
5 Year 20.31% 17.41%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month - -
1 Year 23.9% 22.82%
3 Year 28.26% 22.26%
5 Year 26.92% 21.66%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 17.61% 13.74%
3 Year 14.99% 14.85%
5 Year 14.82% 13.09%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation 11.39% 12.5%
Sharp 1.57% 1.01%
Beta 0.85% 0.96%
Alpha 6.77% 0.31%

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Fund Managers

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name Dhruv Muchhal Sailesh Jain
Total AUM ₹520687 Cr ₹17041 Cr
Fund Manage 40 7
HDFC ELSS Tax saver Fund - Growth Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

Market Cap

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 8.08 2.77
Large Cap 77.32 59.14
Small Cap 7.54 24.53
Mid Cap 7.06 13.56

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 7.82 2.54
Telecom - Services 5.14 -
Petroleum Products 0.2 -
IT - Software 10.43 -
Construction 1.02 6.73
Banks 36.46 -
Agricultural, Commercial & Construction Vehicles 1.32 -
Pharmaceuticals & Biotechnology 7.77 -
Automobiles 6.42 -
Aerospace & Defense 2.35 -
Ferrous Metals 0.78 -
Healthcare Services 4.59 -
Insurance 4.98 2.4
IT - Services 0.64 -
Transport Services 0.26 -
Consumer Durables 1.79 -
Oil 0.79 -
Entertainment 0.39 -
Auto Components 0.17 -
Retailing 0.96 -
Power 1.96 -
Realty 2.29 -
Beverages 0.9 -
Commercial Services & Supplies 0.57 -
Communication - 3.3
Energy - 8.18
Technology - 7.33
Healthcare - 4.5
Automobile - 10.21
Consumer Staples - 2.74
Financial - 28.11
Metals & Mining - 2.8
Materials - 5.07
Services - 5.23
Capital Goods - 7.31
Chemicals - 1.96
Consumer Discretionary - 1.59

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