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) | ₹4215 Cr | ₹35172 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 | -1.45% | -0.29% |
| 6 Month | 2.27% | 2.97% |
| 1 Year | -1.75% | 1.81% |
| 3 Year | 18.43% | 13.36% |
| 5 Year | 17.67% | 11.84% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.94% | 1.64% |
| 1 Year | 10.97% | 10.67% |
| 3 Year | 16.2% | 12.79% |
| 5 Year | 16.22% | 10.99% |
Rolling Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.95% | 13.73% |
| 3 Year | 14.55% | 14.04% |
| 5 Year | 13.58% | 16.49% |
Risk Management
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.06% | 12.80% |
| Sharp | 0.85% | 0.56% |
| Beta | 0.99% | 0.89% |
| Alpha | 3.41% | -0.48% |
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 | 4.26 | 1.56 |
| Large Cap | 47.07 | 76.44 |
| Small Cap | 25.75 | 3.55 |
| Mid Cap | 22.92 | 18.41 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.65 | 1.56 |
| Energy | 4.42 | - |
| Industrials | 15.47 | - |
| Technology | 13.32 | - |
| Consumer Defensive | 2.94 | - |
| Consumer Cyclical | 20.73 | - |
| Healthcare | 5.08 | - |
| Financial Services | 24.01 | - |
| Basic Materials | 5.55 | - |
| Utilities | 3.01 | - |
| Communication Services | 2.28 | - |
| Real Estate | 1.55 | - |
| Petroleum Products | - | 1.53 |
| Electrical Equipment | - | 4.36 |
| Industrial Products | - | 1.1 |
| IT - Software | - | 6.66 |
| Construction | - | 2.64 |
| Retailing | - | 6.52 |
| Finance | - | 7.95 |
| Healthcare Services | - | 3.08 |
| Diversified FMCG | - | 1.11 |
| Banks | - | 18.58 |
| Non - Ferrous Metals | - | 0.34 |
| Pharmaceuticals & Biotechnology | - | 5.99 |
| Chemicals & Petrochemicals | - | 3.29 |
| Leisure Services | - | 1.48 |
| Automobiles | - | 6.52 |
| Aerospace & Defense | - | 1.53 |
| Auto Components | - | 2.24 |
| Personal Products | - | 0.42 |
| Capital Markets | - | 0.21 |
| Telecom - Services | - | 4.99 |
| Fertilizers & Agrochemicals | - | 2.12 |
| Consumer Durables | - | 2.53 |
| Agricultural Food & other Products | - | 0.23 |
| Beverages | - | 0.62 |
| Realty | - | 1.16 |
| Food Products | - | 0.62 |
| Power | - | 2.41 |
| Financial Technology (Fintech) | - | 1.08 |
| Cement & Cement Products | - | 2.37 |
| Transport Services | - | 1.97 |
| Insurance | - | 1.72 |
| Ferrous Metals | - | 0.34 |
| Industrial Manufacturing | - | 0.69 |
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