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
| 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) | ₹4259 Cr | ₹3919 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 01 Jan 2013 | 01 Aug 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | 23% |
| Expense Ratio | 1.91 | 1.88 |
| Manager | Gautam Bhupal | Vishal Chopda |
| ISIN Code | INF677K01064 | INF789F01547 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.28% | -7.68% |
| 6 Month | 16.82% | 8.5% |
| 1 Year | 43.66% | 24.13% |
| 3 Year | 17.16% | 8.93% |
| 5 Year | 19.44% | 17.39% |
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 30.18% | 16.71% |
| 3 Year | 27.46% | 18.34% |
| 5 Year | 23.79% | 18.87% |
| 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% |
| 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% | 0.42% |
| Beta | 0.93% | 0.96% |
| Alpha | 1.15% | -3.05% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.78 | 2.72 |
| Large Cap | 51.84 | 63.89 |
| Small Cap | 22.85 | 8.46 |
| Mid Cap | 22.53 | 24.91 |
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.76 | 1.37 |
| Energy | 7.84 | 6.01 |
| Capital Goods | 19.87 | 5.22 |
| Technology | 7.59 | 8.91 |
| Consumer Staples | 2.67 | 6.13 |
| Automobile | 6.11 | 9.16 |
| Construction | 9.39 | 3.27 |
| Healthcare | 4.62 | 5.7 |
| Financial | 22.44 | 26.33 |
| Services | 5.57 | 8.42 |
| Consumer Discretionary | 5.74 | 6.25 |
| Metals & Mining | 3.9 | 1.82 |
| Materials | 1.25 | 2.96 |
| Communication | 1.62 | 4.23 |
| Chemicals | 0.63 | 2.07 |
| Insurance | - | 2.13 |
Top Comparisons
Franklin India Pension Plan-Growth
3Y Returns9.01%
HDFC Retirement Savings Fund - Equity Plan - Growth Option
3Y Returns18.57%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns6.88%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns6.04%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns16.22%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns17.62%
ICICI Prudential Multicap Fund - Growth
3Y Returns17.45%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns14.14%