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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 0.33% 1.32%
6 Month 10.09% 5.52%
1 Year 1.56% 2.73%
3 Year 18.95% 13.06%
5 Year 19.48% 13.92%

SIP Return Analysis

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month 3.78% 3.07%
1 Year 14.71% 11.96%
3 Year 18.78% 14.16%
5 Year 17.65% 11.66%

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 14.03% 15.43%
Sharp 0.88% 0.56%
Beta 0.98% 0.87%
Alpha 3.06% -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 -
Large Cap 46.94 79.06
Small Cap 26.6 3.31
Mid Cap 23.29 17.62

Sector Allocation

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 0.9 2.44
Energy 4.2 -
Industrials 15.66 -
Technology 13.04 -
Consumer Defensive 3.05 -
Consumer Cyclical 21.93 -
Healthcare 5.08 -
Financial Services 23.46 -
Basic Materials 5.96 -
Utilities 3.12 -
Communication Services 2.15 -
Real Estate 1.44 -
Petroleum Products - 2
Electrical Equipment - 4.29
Industrial Products - 1.04
IT - Software - 6.51
Construction - 2.46
Retailing - 7.58
Finance - 7.85
Healthcare Services - 2.91
Diversified FMCG - 1.16
Banks - 18.56
Non - Ferrous Metals - 0.31
Pharmaceuticals & Biotechnology - 5.66
Chemicals & Petrochemicals - 3.16
Leisure Services - 1.47
Automobiles - 6.86
Aerospace & Defense - 1.32
Auto Components - 2.25
Ferrous Metals - 0.06
Personal Products - 0.45
Capital Markets - 0.22
Fertilizers & Agrochemicals - 2.16
Consumer Durables - 2.15
Agricultural Food & other Products - 0.23
Beverages - 0.6
Realty - 1.05
Food Products - 0.45
Power - 2.5
Telecom - Services - 4.45
Financial Technology (Fintech) - 0.96
Cement & Cement Products - 2.49
Transport Services - 2.01
Insurance - 1.6
Industrial Manufacturing - 0.78

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