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) | ₹3977 Cr | ₹383 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 | 3.57% | 2.95% |
6 Month | -5.37% | -3.98% |
1 Year | 5.78% | 4.01% |
3 Year | 24.23% | 20.31% |
5 Year | 23.64% | 22.23% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.78% | 7.91% |
1 Year | 6.72% | 5.45% |
3 Year | 21.05% | 16.48% |
5 Year | 19.12% | 16.33% |
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 | 15.421% | 13.32% |
Sharp | 0.548% | 0.526% |
Beta | 0.99% | 0.938% |
Alpha | 2.056% | -0.306% |
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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 | 2.39 | 4.15 |
Large Cap | 48.17 | 63.86 |
Small Cap | 26.02 | 13.66 |
Mid Cap | 23.42 | 18.34 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.62 | 3.06 |
Energy | 4.19 | 6.33 |
Industrials | 18.01 | 11.24 |
Technology | 12.24 | 12.37 |
Consumer Defensive | 3.2 | 4.92 |
Consumer Cyclical | 19.36 | 9.54 |
Healthcare | 5.83 | 8 |
Financial Services | 23.48 | 33.47 |
Basic Materials | 6.44 | 4.18 |
Utilities | 3.21 | 2.22 |
Communication Services | 1.91 | 3.11 |
Real Estate | 1.51 | 1.56 |
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