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) ₹4259 Cr ₹3919 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹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

Trailing Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month 2.92% 6.15%
6 Month 26.88% 26.21%
1 Year 50.9% 34.6%
3 Year 21.03% 14.63%
5 Year 21.78% 21.26%

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 21.52% 15.2%
3 Year 44.16% 30.76%
5 Year 75.85% 63.05%

Rolling Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 22.33% 21.05%
3 Year 56.95% 48.23%
5 Year 86.36% 69.76%

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% 0.64%
Beta 0.93% 0.93%
Alpha 1.15% -2.51%

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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 2.78 2.72
Large Cap 51.84 63.89
Small Cap 22.85 8.46
Mid Cap 22.53 24.91

Sector Allocation

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

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