Axis ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4088 Cr | ₹34302 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 27 Feb 2006 | 29 Dec 2009 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 25% |
Expense Ratio | 1.89 | 1.53 |
Manager | Gautam Bhupal | Shreyash Devalkar |
ISIN Code | INF677K01064 | INF846K01131 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.17% | 0.54% |
6 Month | 11.14% | 7.56% |
1 Year | 0.62% | 2.11% |
3 Year | 20.12% | 13.91% |
5 Year | 20.53% | 15.65% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.22% | 2.54% |
1 Year | 12.07% | 12.18% |
3 Year | 18.57% | 14.54% |
5 Year | 17.63% | 12% |
Rolling Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.09% | 14.03% |
3 Year | 14.4% | 14.04% |
5 Year | 13.43% | 16.73% |
Risk Management
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.05% | 15.43% |
Sharp | 0.88% | 0.56% |
Beta | 0.98% | 0.87% |
Alpha | 3.77% | -2.09% |
Fund Managers
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Gautam Bhupal | Shreyash Devalkar |
Total AUM | ₹25949 Cr | ₹166770 Cr |
Funds Managed | 13 | 14 |
HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 3.17 | 9 |
Large Cap | 46.94 | 67.07 |
Small Cap | 26.6 | 2.73 |
Mid Cap | 23.29 | 21.2 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.9 | 2.45 |
Energy | 4.2 | 2 |
Industrials | 15.66 | 11.11 |
Technology | 13.04 | 7.95 |
Consumer Defensive | 3.05 | 4.34 |
Consumer Cyclical | 21.93 | 16.8 |
Healthcare | 5.08 | 8.56 |
Financial Services | 23.46 | 29.22 |
Basic Materials | 5.96 | 8.2 |
Utilities | 3.12 | 2.89 |
Communication Services | 2.15 | 5.43 |
Real Estate | 1.44 | 1.04 |
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