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

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HDFC ELSS Tax saver Fund - Growth Plan

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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 Risk	Very High Risk
Asset Size (Cr)	₹15413 Cr	₹4398 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	02 Apr 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	1.7	1.82
Manager	Dhruv Muchhal	Sailesh Jain
ISIN Code	INF179K01BB8	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	-1.05%	-5%
6 Month	-6.39%	-10.56%
1 Year	9.44%	6.72%
3 Year	20.9%	13.07%
5 Year	19.97%	15.27%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-	-
1 Year	-0.63%	-7.72%
3 Year	20.67%	12.75%
5 Year	22.74%	15.93%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	17.75%	13.97%
3 Year	15.14%	14.85%
5 Year	14.93%	13.39%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	12.292%	13.843%
Sharp	1.092%	0.555%
Beta	0.873%	0.966%
Alpha	6.589%	0.163%

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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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	7.59	3.66
Large Cap	77.22	57.29
Mid Cap	5.65	11.51
Small Cap	9.54	27.54

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	7.59	3.66
Telecom - Services	5.35	3.49
Petroleum Products	0.17	3.84
IT - Software	8.25	7.17
Cement & Cement Products	1.56	2.9
Construction	1.02	4.21
Banks	36.8	21.81
Agricultural, Commercial & Construction Vehicles	1.18	-
Pharmaceuticals & Biotechnology	7.45	4.62
Automobiles	8.99	1.36
Aerospace & Defense	1.47	0.87
Ferrous Metals	1.12	-
Healthcare Services	4.39	-
Insurance	5.76	2.58
IT - Services	0.55	1.01
Transport Services	0.22	-
Consumer Durables	1.95	1.95
Oil	0.42	-
Entertainment	0.31	1.48
Fertilizers & Agrochemicals	0.18	1.44
Auto Components	0.15	8.63
Retailing	0.84	2.27
Power	1.31	3.01
Realty	1.44	2.92
Beverages	1	1.77
Commercial Services & Supplies	0.53	-
Household Products	-	0.89
Finance	-	3.79
Minerals & Mining	-	1.77
Non - Ferrous Metals	-	1.32
Leisure Services	-	2.9
Capital Markets	-	1.44
Chemicals & Petrochemicals	-	0.46
Gas	-	0.76
Industrial Products	-	3.87
Consumable Fuels	-	1.4
Textiles & Apparels	-	0.41