Canara Robeco ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC ELSS Tax saver Fund - Regular Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4109 Cr | ₹9022 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 27 Feb 2006 | 02 Feb 2009 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 70% | 32% |
| Expense Ratio | 1.89 | 1.69 |
| Manager | Gautam Bhupal | Shridatta Bhandwaldar |
| ISIN Code | INF677K01064 | INF760K01100 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.97% | -5.02% |
| 6 Month | -5.84% | -3.51% |
| 1 Year | 2.03% | 4.64% |
| 3 Year | 17.61% | 13.77% |
| 5 Year | 14.97% | 13.67% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.55% | -3.92% |
| 1 Year | -4.47% | -1.47% |
| 3 Year | 10.43% | 8.6% |
| 5 Year | 13.33% | 10.98% |
Rolling Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.82% | 12.09% |
| 3 Year | 14.61% | 14.95% |
| 5 Year | 13.64% | 15.53% |
Risk Management
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.97% | 12.05% |
| Sharp | 0.97% | 0.77% |
| Beta | 0.99% | 0.92% |
| Alpha | 2.69% | -0.71% |
Fund Managers
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Gautam Bhupal | Shridatta Bhandwaldar |
| Total AUM | ₹25949 Cr | ₹69491 Cr |
| Funds Managed | 13 | 12 |
| HSBC ELSS Tax saver Fund - Regular Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.62 | 7.45 |
| Large Cap | 46.3 | 68.69 |
| Small Cap | 26.59 | 8.83 |
| Mid Cap | 21.5 | 15.02 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.65 | 3.04 |
| Energy | 4.66 | 5.63 |
| Industrials | 14.74 | 12.89 |
| Technology | 12.48 | 6.69 |
| Consumer Defensive | 3.04 | 6.3 |
| Consumer Cyclical | 21 | 14.61 |
| Healthcare | 5.1 | 6.3 |
| Financial Services | 25.19 | 29.55 |
| Basic Materials | 5.58 | 5.45 |
| Utilities | 2.75 | 2.84 |
| Communication Services | 2.39 | 4.25 |
| Real Estate | 1.41 | 2.46 |
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