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

Overview

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)	₹15678 Cr	₹3919 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	05 Mar 1996	01 Aug 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	36.4%	23%
Expense Ratio	1.73	1.88
Manager	Dhruv Muchhal	Vishal Chopda
ISIN Code	INF179K01BB8	INF789F01547
Exits Load	Nil/365	Nil/365

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	1.2%	6.15%
6 Month	19.01%	26.21%
1 Year	47.09%	34.6%
3 Year	25.91%	14.63%
5 Year	23.51%	21.26%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	20.44%	15.2%
3 Year	51.61%	30.76%
5 Year	94.31%	63.05%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	24.54%	21.05%
3 Year	69.28%	48.23%
5 Year	101.07%	69.76%

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%	0.64%
Beta	0.85%	0.93%
Alpha	6.77%	-2.51%

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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	8.08	2.72
Large Cap	77.32	63.89
Small Cap	7.54	8.46
Mid Cap	7.06	24.91

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	7.82	1.37
Telecom - Services	5.14	-
Petroleum Products	0.2	-
IT - Software	10.43	-
Construction	1.02	3.27
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	2.13
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	-
Financial	-	26.33
Energy	-	6.01
Materials	-	2.96
Technology	-	8.91
Healthcare	-	5.7
Automobile	-	9.16
Metals & Mining	-	1.82
Consumer Staples	-	6.13
Chemicals	-	2.07
Services	-	8.42
Consumer Discretionary	-	6.25
Capital Goods	-	5.22
Communication	-	4.23