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

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HDFC ELSS Tax saver Fund - Growth Plan

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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	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹15413 Cr	₹3643 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	02 Apr 1996	30 Jul 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	36.4%	23%
Expense Ratio	1.7	1.9
Manager	Dhruv Muchhal	Vishal Chopda
ISIN Code	INF179K01BB8	INF789F01547
Exits Load	Data not available./365	Data not available./365

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	5.21%	6.63%
6 Month	2.74%	-1.19%
1 Year	10.5%	5.95%
3 Year	25.27%	17.5%
5 Year	27.28%	21%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	7.73%	7.66%
1 Year	11.01%	5.9%
3 Year	22.74%	14.95%
5 Year	23.12%	14.81%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	17.4%	11.19%
3 Year	15.3%	11.24%
5 Year	15.03%	12.2%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	12.311%	12.37%
Sharp	1.077%	0.67%
Beta	0.848%	0.94%
Alpha	7.78%	-2.15%

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Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Vishal Chopda
Total AUM	₹520687 Cr	₹6487 Cr
Funds Managed	40	3
	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	7.25	3.67
Large Cap	75.98	70.46
Mid Cap	6.34	19.63
Small Cap	10.42	6.24

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	6.95	3.67
Communication Services	5.85	-
Energy	0.59	-
Technology	6.67	-
Basic Materials	5.51	-
Industrials	5.95	-
Financial Services	40.82	-
Healthcare	10.74	-
Consumer Cyclical	13.5	-
Utilities	1.27	-
Real Estate	1.15	-
Consumer Defensive	1.02	-
Petroleum Products	-	4.8
Industrial Products	-	2.98
IT - Software	-	9.23
Retailing	-	4.51
Pharmaceuticals & Biotechnology	-	2.8
Banks	-	21.77
Automobiles	-	4.06
Cement & Cement Products	-	1.97
Ferrous Metals	-	2.1
Realty	-	2.48
Personal Products	-	2.36
Finance	-	5.74
Fertilizers & Agrochemicals	-	1.21
Consumer Durables	-	5.08
Agricultural Food & other Products	-	1.11
Food Products	-	1.43
Aerospace & Defense	-	1.56
Leisure Services	-	2.32
Telecom - Services	-	4.73
Healthcare Services	-	2.83
Financial Technology (Fintech)	-	0.66
Entertainment	-	0.51
Power	-	2.48
Insurance	-	2.98
Auto Components	-	3.33
Gas	-	1.3