Axis ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare

Axis ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare

Link copied to clipboard!

HSBC ELSS Tax saver Fund - Regular Growth

Invest Now

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4184 Cr	₹35084 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	-2.02%	-1.45%
6 Month	2.93%	2.91%
1 Year	-1.82%	2.64%
3 Year	18.88%	13.44%
5 Year	16.88%	10.71%

SIP Return Analysis

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	-0.9%	-0.83%
1 Year	7.05%	5.95%
3 Year	15.41%	11.87%
5 Year	16.03%	10.67%

Rolling Lumpsum Returns

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	12.92%	13.69%
3 Year	14.57%	14.01%
5 Year	13.6%	16.47%

Risk Management

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	14.06%	15.43%
Sharp	0.85%	0.63%
Beta	0.99%	0.89%
Alpha	3.41%	-0.79%

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	4.4	8.51
Large Cap	46.47	66.01
Small Cap	26.54	3
Mid Cap	22.6	22.48

Sector Allocation

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	1.46	1.3
Energy	4.58	1.65
Industrials	14.54	11.59
Technology	13.11	8.54
Consumer Defensive	2.97	3.64
Consumer Cyclical	21.23	15.98
Healthcare	5.26	9.02
Financial Services	24.69	30.23
Basic Materials	5.48	8.31
Utilities	2.86	2.46
Communication Services	2.35	6.14
Real Estate	1.46	1.12

Top Comparisons

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns7.73%

VS

HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns9.33%

Compare Now

Franklin India Flexi Cap Fund - Growth

3Y Returns17.11%

VS

Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns13.76%

Compare Now

Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

3Y Returns7.67%

VS

DSP Corporate Bond Fund - Regular - Growth

3Y Returns7.21%

Compare Now

UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns13.7%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully