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 8.66% 4.87%
6 Month 9.98% 4.4%
1 Year 38.24% 19.61%
3 Year 20.17% 12.45%
5 Year 20.53% 18.07%

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 36.23% 19.21%
3 Year 30.92% 20.05%
5 Year 25.68% 19.63%

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% 0.45%
Beta 0.93% 0.96%
Alpha 1.15% -3.34%

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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 2.37
Large Cap 51.84 62.97
Small Cap 22.85 9.75
Mid Cap 22.53 24.95

Sector Allocation

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 0.76 2.37
Energy 7.84 -
Capital Goods 19.87 -
Technology 7.59 -
Consumer Staples 2.67 -
Automobile 6.11 -
Construction 9.39 1.61
Healthcare 4.62 -
Financial 22.44 -
Services 5.57 -
Consumer Discretionary 5.74 -
Metals & Mining 3.9 -
Materials 1.25 -
Communication 1.62 -
Chemicals 0.63 -
Petroleum Products - 2.51
Industrial Products - 2.92
IT - Software - 10.42
Pharmaceuticals & Biotechnology - 3.03
Banks - 21.05
Ferrous Metals - 1.55
Realty - 2.59
Personal Products - 2.45
Healthcare Services - 2.94
Finance - 3.89
Automobiles - 3.22
Fertilizers & Agrochemicals - 2.38
Agricultural Food & other Products - 0.93
Retailing - 5.84
Consumer Durables - 6.59
Food Products - 1.18
Aerospace & Defense - 1.4
Electrical Equipment - 0.09
Leisure Services - 2
Telecom - Services - 4.64
Financial Technology (Fintech) - 0.75
Cement & Cement Products - 2.14
Power - 3.04
Beverages - 0.3
Insurance - 2.85
Auto Components - 3.99
Gas - 1.37

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