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) | ₹6537 Cr | ₹4021 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 | 1.94% | 3.46% |
6 Month | 12.61% | 16.73% |
1 Year | -3.19% | -0.84% |
3 Year | 17.68% | 18.82% |
5 Year | 23.83% | 20.83% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 1.95% | 4.43% |
1 Year | 6.6% | 11.31% |
3 Year | 16.46% | 19.31% |
5 Year | 17.54% | 17.89% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 15.44% | 13.26% |
3 Year | 17.01% | 14.33% |
5 Year | 17.69% | 13.37% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.80% | 14.15% |
Sharp | 0.84% | 0.79% |
Beta | 0.95% | 0.96% |
Alpha | 3.90% | 4.23% |
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 | 4.93 | 3.03 |
Large Cap | 73.57 | 47.12 |
Small Cap | 9.01 | 26.66 |
Mid Cap | 12.49 | 23.19 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 4.61 | 1.06 |
Energy | 3.05 | 4.21 |
Technology | 8.54 | 10.45 |
Industrials | 11.91 | 17.07 |
Financial Services | 30.67 | 24.72 |
Healthcare | 6.9 | 5.43 |
Basic Materials | 5.56 | 5.85 |
Consumer Cyclical | 11.95 | 21.11 |
Communication Services | 4.88 | 2.16 |
Utilities | 4.96 | 3.04 |
Consumer Defensive | 5.13 | 3.4 |
Real Estate | 1.83 | 1.5 |
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