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) | ₹4129 Cr | ₹35358 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 | 3.44% | 3.4% |
6 Month | 1.34% | 5.17% |
1 Year | 6.16% | 7.07% |
3 Year | 25.65% | 18.88% |
5 Year | 23.58% | 17.71% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 11.47% | 9.27% |
1 Year | 12.47% | 12.1% |
3 Year | 22.86% | 17.2% |
5 Year | 20.22% | 13.97% |
Rolling Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.62% | 14.46% |
3 Year | 14.24% | 14.01% |
5 Year | 13.28% | 16.74% |
Risk Management
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.41% | 15.43% |
Sharp | 0.93% | 0.59% |
Beta | 0.98% | 0.98% |
Alpha | 3.81% | -3% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.81 |
Large Cap | 48.17 | 72.13 |
Small Cap | 26.02 | 2.54 |
Mid Cap | 23.42 | 20.53 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.62 | 4.81 |
Energy | 4.19 | - |
Industrials | 18.01 | - |
Technology | 12.24 | - |
Consumer Defensive | 3.2 | - |
Consumer Cyclical | 19.36 | - |
Healthcare | 5.83 | - |
Financial Services | 23.48 | - |
Basic Materials | 6.44 | - |
Utilities | 3.21 | - |
Communication Services | 1.91 | - |
Real Estate | 1.51 | - |
Petroleum Products | - | 1.7 |
Electrical Equipment | - | 2.57 |
Industrial Products | - | 1.43 |
IT - Software | - | 6.59 |
Construction | - | 1.89 |
Retailing | - | 6.65 |
Finance | - | 7.47 |
Healthcare Services | - | 2.39 |
Diversified FMCG | - | 0.49 |
Banks | - | 19.7 |
Non - Ferrous Metals | - | 0.25 |
Pharmaceuticals & Biotechnology | - | 6.9 |
Chemicals & Petrochemicals | - | 2.88 |
Leisure Services | - | 1.53 |
Auto Components | - | 1.67 |
Ferrous Metals | - | 0.48 |
Automobiles | - | 5.44 |
Personal Products | - | 0.27 |
Insurance | - | 2.6 |
Capital Markets | - | 0.11 |
Fertilizers & Agrochemicals | - | 2.16 |
Consumer Durables | - | 2.23 |
Beverages | - | 1.55 |
Realty | - | 1.15 |
Food Products | - | 1.36 |
Aerospace & Defense | - | 0.66 |
Telecom - Services | - | 4.39 |
Financial Technology (Fintech) | - | 0.9 |
Cement & Cement Products | - | 2.14 |
Transport Services | - | 1.95 |
Power | - | 3.45 |
Industrial Manufacturing | - | 0.25 |
Top Comparisons
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns20.8%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns22.79%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns22.16%
SBI Gold Fund Regular Plan - Growth
3Y Returns21.94%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns22.26%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.67%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.58%