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) | ₹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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