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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) | ₹4021 Cr | ₹34528 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 | 3.28% | 2.07% |
| 6 Month | 17.82% | 14.13% |
| 1 Year | -0.88% | -1.08% |
| 3 Year | 18.7% | 11.86% |
| 5 Year | 20.38% | 15.61% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.43% | 3.52% |
| 1 Year | 11.31% | 10.73% |
| 3 Year | 19.31% | 14.58% |
| 5 Year | 17.89% | 12.04% |
Rolling Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.26% | 14.24% |
| 3 Year | 14.33% | 14.15% |
| 5 Year | 13.37% | 16.86% |
Risk Management
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.15% | 15.43% |
| Sharp | 0.79% | 0.45% |
| Beta | 0.96% | 0.88% |
| Alpha | 4.23% | -2.28% |
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 | 3.03 | 8.32 |
| Large Cap | 47.12 | 66.94 |
| Small Cap | 26.66 | 2.99 |
| Mid Cap | 23.19 | 21.76 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.06 | 2.58 |
| Energy | 4.21 | 2.16 |
| Industrials | 17.07 | 10.94 |
| Technology | 10.45 | 7.59 |
| Consumer Defensive | 3.4 | 5.28 |
| Consumer Cyclical | 21.11 | 14.4 |
| Healthcare | 5.43 | 9.41 |
| Financial Services | 24.72 | 30.08 |
| Basic Materials | 5.85 | 8.25 |
| Utilities | 3.04 | 2.91 |
| Communication Services | 2.16 | 5.23 |
| Real Estate | 1.5 | 1.16 |
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