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 Risk | Very High Risk |
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 | -5.35% | -2.36% |
6 Month | -10.82% | -10.87% |
1 Year | 12.03% | 6.8% |
3 Year | 15.84% | 10.04% |
5 Year | 16.05% | 14.38% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -6.83% | -7.71% |
3 Year | 17.36% | 11.09% |
5 Year | 18.22% | 14.19% |
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 | 14.547% | 12.37% |
Sharp | 0.695% | 0.26% |
Beta | 0.964% | 0.97% |
Alpha | 2.596% | -3.86% |
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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 |
Fund Manage | 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 | 1.27 | 2.37 |
Large Cap | 47.77 | 62.97 |
Small Cap | 26.42 | 9.75 |
Mid Cap | 24.54 | 24.95 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.27 | 2.37 |
Petroleum Products | 2.68 | 2.51 |
Electrical Equipment | 10.14 | 0.09 |
IT - Software | 9.25 | 10.42 |
Food Products | 1.08 | 1.18 |
Retailing | 5.36 | 5.84 |
Auto Components | 3.61 | 3.99 |
Construction | 4.13 | 1.61 |
Personal Products | 0.84 | 2.45 |
Healthcare Services | 2.4 | 2.94 |
Banks | 13.82 | 21.05 |
Pharmaceuticals & Biotechnology | 3.53 | 3.03 |
Leisure Services | 2.78 | 2 |
Aerospace & Defense | 2.16 | 1.4 |
Chemicals & Petrochemicals | 1.51 | - |
Consumer Durables | 5.72 | 6.59 |
Automobiles | 3.03 | 3.22 |
Capital Markets | 2.55 | - |
Agricultural Food & other Products | 1.21 | 0.93 |
Finance | 6.11 | 3.89 |
Power | 2.33 | 3.04 |
Oil | 0.97 | - |
Ferrous Metals | 1.99 | 1.55 |
Gas | 0.93 | 1.37 |
Household Products | 0.41 | - |
Industrial Products | 2.64 | 2.92 |
Telecom - Services | 1.72 | 4.64 |
Industrial Manufacturing | 1.8 | - |
Cement & Cement Products | 1.04 | 2.14 |
Realty | 1.66 | 2.59 |
Textiles & Apparels | 1.33 | - |
Fertilizers & Agrochemicals | - | 2.38 |
Financial Technology (Fintech) | - | 0.75 |
Beverages | - | 0.3 |
Insurance | - | 2.85 |
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