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Axis 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 Axis ELSS Tax Saver Fund - Regular Plan - Growth

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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 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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