HSBC ELSS Tax saver Fund vs Edelweiss ELSS Tax saver Fund compare

HSBC ELSS Tax saver Fund vs Edelweiss ELSS Tax saver Fund compare

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HSBC ELSS Tax saver Fund - Regular Growth

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Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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Chart Comparison

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

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)	₹4088 Cr	₹417 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	4.09%	5.76%
6 Month	11.33%	10.76%
1 Year	6.44%	5.79%
3 Year	19.85%	16.7%
5 Year	20.4%	19.3%

SIP Return Analysis

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	2.69%	3.48%
1 Year	13.21%	13.91%
3 Year	18.93%	15.56%
5 Year	17.85%	15.33%

Rolling Lumpsum Returns

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year	13.09%	11.64%
3 Year	14.4%	13.8%
5 Year	13.43%	13.72%

Risk Management

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation	14.05%	13.12%
Sharp	0.88%	0.70%
Beta	0.98%	0.99%
Alpha	3.77%	0.40%

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	3.17	5.26
Large Cap	46.94	60.25
Small Cap	26.6	15.72
Mid Cap	23.29	18.76

Sector Allocation

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	0.9	2.75
Energy	4.2	6.01
Industrials	15.66	9.37
Technology	13.04	10.96
Consumer Defensive	3.05	5.14
Consumer Cyclical	21.93	10.96
Healthcare	5.08	7.63
Financial Services	23.46	35.22
Basic Materials	5.96	4.85
Utilities	3.12	2.13
Communication Services	2.15	3.78
Real Estate	1.44	1.19

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