UTI ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3977 Cr | ₹3643 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 27 Feb 2006 | 30 Jul 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 23% |
Expense Ratio | 1.89 | 1.9 |
Manager | Gautam Bhupal | Vishal Chopda |
ISIN Code | INF677K01064 | INF789F01547 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.61% | 3.62% |
6 Month | -6.99% | -6.38% |
1 Year | 13.06% | 10.39% |
3 Year | 17.05% | 11.79% |
5 Year | 24.46% | 22.17% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.1% | 0.07% |
1 Year | -6.39% | -5.07% |
3 Year | 18.67% | 12.73% |
5 Year | 18.11% | 14.04% |
Rolling Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.01% | 11.44% |
3 Year | 14.15% | 11.24% |
5 Year | 13.19% | 12.09% |
Risk Management
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.421% | 12.37% |
Sharp | 0.548% | 0.28% |
Beta | 0.99% | 0.94% |
Alpha | 2.056% | -2.54% |
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Fund Managers
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Gautam Bhupal | Vishal Chopda |
Total AUM | ₹25949 Cr | ₹6487 Cr |
Funds Managed | 13 | 3 |
HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.39 | 2.72 |
Large Cap | 48.17 | 70.82 |
Small Cap | 26.02 | 6.63 |
Mid Cap | 23.42 | 19.84 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.62 | 2.72 |
Energy | 4.19 | 3.08 |
Industrials | 18.01 | 7.14 |
Technology | 12.24 | 10.44 |
Consumer Defensive | 3.2 | 6.89 |
Consumer Cyclical | 19.36 | 13.94 |
Healthcare | 5.83 | 5.88 |
Financial Services | 23.48 | 32.26 |
Basic Materials | 6.44 | 5.22 |
Utilities | 3.21 | 3.56 |
Communication Services | 1.91 | 6.36 |
Real Estate | 1.51 | 2.52 |
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