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 Very High
Asset Size (Cr) ₹4253 Cr ₹3873 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 1.87
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 -6.72% -4.9%
6 Month -1.52% -6.72%
1 Year 21.47% 8.66%
3 Year 15.56% 8.83%
5 Year 17.27% 15.29%

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 10.44% 1.11%
3 Year 23.28% 14.13%
5 Year 21.53% 16.07%

Rolling Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 13.57% 11.36%
3 Year 14.07% 11.27%
5 Year 13.1% 11.99%

Risk Management

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 12.97% 12.37%
Sharp 1.02% 0.34%
Beta 0.93% 0.96%
Alpha 1.15% -3.33%

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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 1.69 2.37
Large Cap 49.86 62.97
Small Cap 28.06 9.75
Mid Cap 20.39 24.95

Sector Allocation

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 1.69 2.37
Petroleum Products 2.86 2.51
Electrical Equipment 10.34 0.09
IT - Software 8.94 10.42
Food Products 1.12 1.18
Retailing 4.92 5.84
Auto Components 3.58 3.99
Construction 4.35 1.61
Personal Products 0.88 2.45
Healthcare Services 2.27 2.94
Banks 14.31 21.05
Agricultural, Commercial & Construction Vehicles 0.61 -
Pharmaceuticals & Biotechnology 3.23 3.03
Leisure Services 2.26 2
Aerospace & Defense 2.3 1.4
Chemicals & Petrochemicals 1.6 -
Consumer Durables 5.08 6.59
Automobiles 2.81 3.22
Capital Markets 2.32 -
Agricultural Food & other Products 1.34 0.93
Finance 6.22 3.89
Power 2.47 3.04
Oil 1.05 -
Ferrous Metals 1.94 1.55
Gas 0.92 1.37
Realty 2.26 2.59
Household Products 0.47 -
Industrial Products 2.69 2.92
Telecom - Services 1.77 4.64
Industrial Manufacturing 1.59 -
Cement & Cement Products 0.72 2.14
Textiles & Apparels 1.09 -
Fertilizers & Agrochemicals - 2.38
Financial Technology (Fintech) - 0.75
Beverages - 0.3
Insurance - 2.85

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