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

HSBC ELSS Tax saver Fund vs HDFC 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)	₹17241 Cr	₹4184 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	-1.21%	-2.5%
6 Month	3.4%	0.84%
1 Year	6.85%	-3.21%
3 Year	20.31%	18.73%
5 Year	21.84%	16.66%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	2.3%	0.31%
1 Year	14.95%	11.38%
3 Year	18.35%	16.09%
5 Year	19.78%	16.1%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	16.48%	12.92%
3 Year	16.39%	14.57%
5 Year	15.78%	13.6%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	11.17%	14.06%
Sharp	1.12%	0.85%
Beta	0.83%	0.99%
Alpha	5.39%	3.41%

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	5.76	4.4
Large Cap	79.75	46.47
Small Cap	10.26	26.54
Mid Cap	4.23	22.6

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Others	5.21	1.46
Communication Services	4.74	2.35
Energy	1.17	4.58
Technology	5.39	13.11
Industrials	5.66	14.54
Basic Materials	5.72	5.48
Financial Services	43.43	24.69
Healthcare	9.63	5.26
Consumer Cyclical	16.63	21.23
Utilities	1.57	2.86
Consumer Defensive	0.84	2.97
Real Estate	-	1.46

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