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) | ₹4129 Cr | ₹412 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 | 1.44% | 1.87% |
6 Month | 0.85% | 3.28% |
1 Year | 3.38% | 2.28% |
3 Year | 24.4% | 19.92% |
5 Year | 22.76% | 21.24% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 10.82% | 10.28% |
1 Year | 12.71% | 11.89% |
3 Year | 22.02% | 17.81% |
5 Year | 19.73% | 17.08% |
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 | 3.05 | 3.72 |
Large Cap | 47.54 | 65.19 |
Small Cap | 25.79 | 12.65 |
Mid Cap | 23.63 | 18.44 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.05 | 1.54 |
Energy | 4.29 | 6.51 |
Industrials | 17.66 | 9.02 |
Technology | 10.61 | 11.2 |
Consumer Defensive | 3.36 | 5.12 |
Consumer Cyclical | 19.92 | 9.73 |
Healthcare | 5.16 | 8.19 |
Financial Services | 25.6 | 36.52 |
Basic Materials | 5.73 | 4.76 |
Utilities | 3.04 | 2.26 |
Communication Services | 2.1 | 3.79 |
Real Estate | 1.48 | 1.37 |
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