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 | 1.64% | 1.56% |
6 Month | 2.23% | 5.71% |
1 Year | 3.86% | 5.92% |
3 Year | 24.22% | 16.71% |
5 Year | 23.01% | 16.99% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 10.82% | 8.21% |
1 Year | 12.71% | 11.01% |
3 Year | 22.02% | 16.09% |
5 Year | 19.73% | 13.31% |
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 | 14.68% | 15.43% |
Sharp | 1.20% | 0.87% |
Beta | 0.96% | 0.96% |
Alpha | 4.60% | -2.11% |
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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 | 3.05 | 5.29 |
Large Cap | 47.54 | 70.68 |
Small Cap | 25.79 | 2.74 |
Mid Cap | 23.63 | 21.28 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 1.05 | 4.21 |
Energy | 4.29 | 2.14 |
Industrials | 17.66 | 10.57 |
Technology | 10.61 | 7.55 |
Consumer Defensive | 3.36 | 5.12 |
Consumer Cyclical | 19.92 | 13.94 |
Healthcare | 5.16 | 8.9 |
Financial Services | 25.6 | 30.37 |
Basic Materials | 5.73 | 7.83 |
Utilities | 3.04 | 2.99 |
Communication Services | 2.1 | 5.21 |
Real Estate | 1.48 | 1.16 |
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