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

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HSBC ELSS Tax saver Fund - Regular Growth

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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)	₹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

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	8.11%	5.73%
6 Month	-11.69%	-13.08%
1 Year	13.23%	7.89%
3 Year	15.71%	10.71%
5 Year	25.66%	22.89%

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-6.16%	-4.8%
1 Year	-8.57%	-9.39%
3 Year	18.36%	11.65%
5 Year	18.23%	13.77%

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%

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%	0.26%
Beta	0.99%	0.94%
Alpha	2.056%	-2.8%

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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

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

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