HDFC ELSS Tax saver Fund vs HSBC ELSS Tax saver Fund compare

HDFC ELSS Tax saver Fund vs HSBC ELSS Tax saver Fund compare

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HDFC ELSS Tax saver Fund - Growth Plan

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HSBC ELSS Tax saver Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Fund	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16645 Cr	₹4088 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	02 Apr 1996	27 Feb 2006
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	36.4%	70%
Expense Ratio	1.7	1.89
Manager	Dhruv Muchhal	Gautam Bhupal
ISIN Code	INF179K01BB8	INF677K01064
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
1 Month	2.66%	2.7%
6 Month	6.9%	10.57%
1 Year	8.68%	4.44%
3 Year	21.33%	19.4%
5 Year	25.98%	20.66%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	3.06%	2.69%
1 Year	15.77%	13.21%
3 Year	20.28%	18.93%
5 Year	21.24%	17.85%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	16.69%	13.09%
3 Year	15.49%	14.4%
5 Year	15.17%	13.43%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	11.34%	14.05%
Sharp	1.25%	0.88%
Beta	0.86%	0.98%
Alpha	6.51%	3.77%

Fund Managers

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Name	Dhruv Muchhal	Gautam Bhupal
Total AUM	₹520687 Cr	₹25949 Cr
Funds Managed	40	13
	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth

Market Cap

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Others	6.45	3.17
Large Cap	78.27	46.94
Small Cap	11.34	26.6
Mid Cap	3.94	23.29

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Others	5.89	0.9
Communication Services	4.44	2.15
Energy	1.17	4.2
Technology	4.93	13.04
Industrials	5.64	15.66
Basic Materials	6	5.96
Financial Services	41.44	23.46
Healthcare	10.25	5.08
Consumer Cyclical	17.76	21.93
Utilities	1.69	3.12
Consumer Defensive	0.8	3.05
Real Estate	-	1.44

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