HSBC ELSS Tax saver Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6788 Cr | ₹4184 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Apr 1999 | 27 Feb 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20.34% | 70% |
| Expense Ratio | 1.81 | 1.89 |
| Manager | R Janakiraman | Gautam Bhupal |
| ISIN Code | INF090I01775 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.31% | -1.74% |
| 6 Month | 1.63% | 1.91% |
| 1 Year | -0.39% | -2.84% |
| 3 Year | 16.98% | 18.71% |
| 5 Year | 19.28% | 17.26% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.49% | 0.31% |
| 1 Year | 10.47% | 11.38% |
| 3 Year | 14.67% | 16.09% |
| 5 Year | 16.07% | 16.1% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.42% | 12.95% |
| 3 Year | 17.54% | 14.55% |
| 5 Year | 17.36% | 13.58% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.54% | 14.06% |
| Sharp | 0.81% | 0.85% |
| Beta | 0.94% | 0.99% |
| Alpha | 2.11% | 3.41% |
Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Name | R Janakiraman | Gautam Bhupal |
| Total AUM | ₹50034 Cr | ₹25949 Cr |
| Funds Managed | 8 | 13 |
| Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 5.24 | 4.26 |
| Large Cap | 74.87 | 47.07 |
| Small Cap | 8.76 | 25.75 |
| Mid Cap | 11.13 | 22.92 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 4.64 | 1.65 |
| Energy | 3.23 | 4.42 |
| Technology | 8.75 | 13.32 |
| Industrials | 12.52 | 15.47 |
| Financial Services | 30.6 | 24.01 |
| Healthcare | 5.44 | 5.08 |
| Basic Materials | 5.89 | 5.55 |
| Consumer Cyclical | 10.86 | 20.73 |
| Communication Services | 5.46 | 2.28 |
| Utilities | 4.98 | 3.01 |
| Consumer Defensive | 5.74 | 2.94 |
| Real Estate | 1.89 | 1.55 |
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