Edelweiss ELSS Tax saver Fund vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4251 Cr | ₹431 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 27 Feb 2006 | 30 Dec 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 57% |
Expense Ratio | 1.89 | 2.35 |
Manager | Gautam Bhupal | Trideep Bhattacharya |
ISIN Code | INF677K01064 | INF754K01517 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.45% | -3.17% |
6 Month | 9.16% | 6.89% |
1 Year | 1.36% | -1.11% |
3 Year | 21.06% | 16.57% |
5 Year | 21.94% | 20.12% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.39% | 4.71% |
1 Year | 7.24% | 4.2% |
3 Year | 20.34% | 15.53% |
5 Year | 18.84% | 15.75% |
Rolling Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.62% | 12.12% |
3 Year | 14.24% | 13.49% |
5 Year | 13.28% | 13.58% |
Risk Management
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.68% | 13.65% |
Sharp | 1.20% | 1.01% |
Beta | 0.96% | 0.96% |
Alpha | 4.60% | 0.87% |
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Fund Managers
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Gautam Bhupal | Trideep Bhattacharya |
Total AUM | ₹25949 Cr | ₹0 Cr |
Funds Managed | 13 | 9 |
HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.61 | 4.85 |
Large Cap | 47.17 | 62.76 |
Small Cap | 26.11 | 13.92 |
Mid Cap | 23.11 | 18.46 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.19 | 1.69 |
Energy | 4.37 | 6.27 |
Industrials | 17.01 | 8.87 |
Technology | 10.93 | 11.2 |
Consumer Defensive | 3.24 | 4.82 |
Consumer Cyclical | 20.22 | 9.93 |
Healthcare | 5.18 | 8.16 |
Financial Services | 25.06 | 36.72 |
Basic Materials | 5.83 | 4.74 |
Utilities | 3.29 | 2.34 |
Communication Services | 2.21 | 3.92 |
Real Estate | 1.48 | 1.34 |
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