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

HDFC ELSS Tax saver Fund - Growth Plan

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UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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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)	₹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	-2.28%	-4.09%
6 Month	-2.61%	-6%
1 Year	16.16%	11.19%
3 Year	20.78%	9.89%
5 Year	20.88%	15.81%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	7.45%	5.61%
3 Year	24.2%	16.16%
5 Year	24.96%	17.28%

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%	0.34%
Beta	0.85%	0.96%
Alpha	6.77%	-3.33%

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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