UTI ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15935 Cr | ₹3873 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 30 Jul 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 36.4% | 23% |
| Expense Ratio | 1.71 | 1.87 |
| Manager | Dhruv Muchhal | Vishal Chopda |
| ISIN Code | INF179K01BB8 | INF789F01547 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.49% | 0.63% |
| 6 Month | 1.66% | 0.63% |
| 1 Year | 23.7% | 16.67% |
| 3 Year | 22.3% | 11.87% |
| 5 Year | 20.71% | 17.13% |
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.06% | 10.71% |
| 3 Year | 25.83% | 17.35% |
| 5 Year | 25.82% | 18.22% |
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.61% | 11.36% |
| 3 Year | 14.99% | 11.27% |
| 5 Year | 14.82% | 11.99% |
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.39% | 12.37% |
| Sharp | 1.57% | 0.45% |
| Beta | 0.85% | 0.96% |
| Alpha | 6.77% | -3.34% |
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| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Vishal Chopda |
| Total AUM | ₹520687 Cr | ₹6487 Cr |
| Fund Manage | 40 | 3 |
| HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.59 | 2.37 |
| Large Cap | 77.22 | 62.97 |
| Mid Cap | 5.65 | 24.95 |
| Small Cap | 9.54 | 9.75 |
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.59 | 2.37 |
| Telecom - Services | 5.35 | 4.64 |
| Petroleum Products | 0.17 | 2.51 |
| IT - Software | 8.25 | 10.42 |
| Cement & Cement Products | 1.56 | 2.14 |
| Construction | 1.02 | 1.61 |
| Banks | 36.8 | 21.05 |
| Agricultural, Commercial & Construction Vehicles | 1.18 | - |
| Pharmaceuticals & Biotechnology | 7.45 | 3.03 |
| Automobiles | 8.99 | 3.22 |
| Aerospace & Defense | 1.47 | 1.4 |
| Ferrous Metals | 1.12 | 1.55 |
| Healthcare Services | 4.39 | 2.94 |
| Insurance | 5.76 | 2.85 |
| IT - Services | 0.55 | - |
| Transport Services | 0.22 | - |
| Consumer Durables | 1.95 | 6.59 |
| Oil | 0.42 | - |
| Entertainment | 0.31 | - |
| Fertilizers & Agrochemicals | 0.18 | 2.38 |
| Auto Components | 0.15 | 3.99 |
| Retailing | 0.84 | 5.84 |
| Power | 1.31 | 3.04 |
| Realty | 1.44 | 2.59 |
| Beverages | 1 | 0.3 |
| Commercial Services & Supplies | 0.53 | - |
| Industrial Products | - | 2.92 |
| Personal Products | - | 2.45 |
| Finance | - | 3.89 |
| Agricultural Food & other Products | - | 0.93 |
| Food Products | - | 1.18 |
| Electrical Equipment | - | 0.09 |
| Leisure Services | - | 2 |
| Financial Technology (Fintech) | - | 0.75 |
| Gas | - | 1.37 |
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