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

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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tortoise-icon UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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