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	Very High
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	5.2%	6%
6 Month	-8.63%	-13.29%
1 Year	10.2%	7.01%
3 Year	20.04%	12.52%
5 Year	30.34%	24.83%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-1.2%	-5.35%
1 Year	-1.11%	-8.18%
3 Year	21.19%	13.89%
5 Year	22.85%	16.29%

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	12.311%	14.429%
Sharp	1.077%	0.451%
Beta	0.848%	0.972%
Alpha	7.78%	0.237%

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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
Funds Managed	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	7.25	5.12
Large Cap	75.98	60.14
Mid Cap	6.34	10.05
Small Cap	10.42	24.69

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	6.95	4.54
Communication Services	5.85	3.74
Energy	0.59	5.19
Technology	6.67	7.95
Basic Materials	5.51	7.21
Industrials	5.95	13.81
Financial Services	40.82	31.02
Healthcare	10.74	3.54
Consumer Cyclical	13.5	16.2
Utilities	1.27	2.54
Real Estate	1.15	2.78
Consumer Defensive	1.02	1.49