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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) ₹4215 Cr ₹35172 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 -1.45% -0.29%
6 Month 2.27% 2.97%
1 Year -1.75% 1.81%
3 Year 18.43% 13.36%
5 Year 17.67% 11.84%

SIP Return Analysis

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month 0.94% 1.64%
1 Year 10.97% 10.67%
3 Year 16.2% 12.79%
5 Year 16.22% 10.99%

Rolling Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 12.95% 13.73%
3 Year 14.55% 14.04%
5 Year 13.58% 16.49%

Risk Management

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 14.06% 12.80%
Sharp 0.85% 0.56%
Beta 0.99% 0.89%
Alpha 3.41% -0.48%

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 4.26 1.56
Large Cap 47.07 76.44
Small Cap 25.75 3.55
Mid Cap 22.92 18.41

Sector Allocation

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 1.65 1.56
Energy 4.42 -
Industrials 15.47 -
Technology 13.32 -
Consumer Defensive 2.94 -
Consumer Cyclical 20.73 -
Healthcare 5.08 -
Financial Services 24.01 -
Basic Materials 5.55 -
Utilities 3.01 -
Communication Services 2.28 -
Real Estate 1.55 -
Petroleum Products - 1.53
Electrical Equipment - 4.36
Industrial Products - 1.1
IT - Software - 6.66
Construction - 2.64
Retailing - 6.52
Finance - 7.95
Healthcare Services - 3.08
Diversified FMCG - 1.11
Banks - 18.58
Non - Ferrous Metals - 0.34
Pharmaceuticals & Biotechnology - 5.99
Chemicals & Petrochemicals - 3.29
Leisure Services - 1.48
Automobiles - 6.52
Aerospace & Defense - 1.53
Auto Components - 2.24
Personal Products - 0.42
Capital Markets - 0.21
Telecom - Services - 4.99
Fertilizers & Agrochemicals - 2.12
Consumer Durables - 2.53
Agricultural Food & other Products - 0.23
Beverages - 0.62
Realty - 1.16
Food Products - 0.62
Power - 2.41
Financial Technology (Fintech) - 1.08
Cement & Cement Products - 2.37
Transport Services - 1.97
Insurance - 1.72
Ferrous Metals - 0.34
Industrial Manufacturing - 0.69

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