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) | ₹3977 Cr | ₹34497 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 | 1.54 |
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 | 1.51% | 3.02% |
6 Month | -5.22% | -1.27% |
1 Year | 7.67% | 7.84% |
3 Year | 17.42% | 11.24% |
5 Year | 22.63% | 16.8% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.81% | 2.58% |
1 Year | -6.04% | 0.79% |
3 Year | 18.77% | 14.88% |
5 Year | 18.1% | 12.9% |
Rolling Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.01% | 14.83% |
3 Year | 14.15% | 14.18% |
5 Year | 13.19% | 16.65% |
Risk Management
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.421% | 15.43% |
Sharp | 0.548% | 0.2% |
Beta | 0.99% | 1.01% |
Alpha | 2.056% | -3.88% |
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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 | 2.39 | 5.07 |
Large Cap | 48.17 | 71.58 |
Small Cap | 26.02 | 2.85 |
Mid Cap | 23.42 | 20.5 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.62 | 5.07 |
Energy | 4.19 | 1.18 |
Industrials | 18.01 | 8.84 |
Technology | 12.24 | 8.79 |
Consumer Defensive | 3.2 | 5.16 |
Consumer Cyclical | 19.36 | 13.72 |
Healthcare | 5.83 | 10.27 |
Financial Services | 23.48 | 29.59 |
Basic Materials | 6.44 | 7.4 |
Utilities | 3.21 | 3.2 |
Communication Services | 1.91 | 5.57 |
Real Estate | 1.51 | 1.22 |
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