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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
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) | ₹15413 Cr | ₹3643 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 | 1.7 | 1.9 |
| Manager | Dhruv Muchhal | Vishal Chopda |
| ISIN Code | INF179K01BB8 | INF789F01547 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.8% | -3.34% |
| 6 Month | -9.45% | -14.77% |
| 1 Year | 6.09% | 4.1% |
| 3 Year | 21.06% | 10.41% |
| 5 Year | 23.71% | 16.71% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -6.87% | -9.73% |
| 1 Year | -9.14% | -16.42% |
| 3 Year | 17.86% | 8.65% |
| 5 Year | 21.04% | 12.17% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.75% | 11.44% |
| 3 Year | 15.14% | 11.24% |
| 5 Year | 14.93% | 12.09% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.311% | 12.37% |
| Sharp | 1.077% | 0.26% |
| Beta | 0.848% | 0.94% |
| Alpha | 7.78% | -2.8% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.24769 | 2.72247 |
| Large Cap | 75.98356 | 70.81532 |
| Mid Cap | 6.34494 | 19.83617 |
| Small Cap | 10.4238 | 6.62605 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.94566 | 2.72247 |
| Communication Services | 5.85164 | 6.3603 |
| Energy | 0.5901 | 3.07968 |
| Technology | 6.66588 | 10.43597 |
| Basic Materials | 5.50971 | 5.22466 |
| Industrials | 5.94502 | 7.1358 |
| Financial Services | 40.82096 | 32.26249 |
| Healthcare | 10.7403 | 5.8773 |
| Consumer Cyclical | 13.49638 | 13.93649 |
| Utilities | 1.27209 | 3.55576 |
| Real Estate | 1.14599 | 2.51925 |
| Consumer Defensive | 1.01626 | 6.88984 |
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