HSBC ELSS Tax saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
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) | ₹16908 Cr | ₹4251 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 | -1.74% | -1.96% |
6 Month | 8.36% | 7.07% |
1 Year | 3.52% | 0.52% |
3 Year | 22.83% | 20.83% |
5 Year | 25.59% | 21.79% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 4.41% | 6.39% |
1 Year | 9.18% | 7.24% |
3 Year | 21.35% | 20.34% |
5 Year | 22.29% | 18.84% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 17.03% | 13.26% |
3 Year | 15.38% | 14.33% |
5 Year | 15.1% | 13.37% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.92% | 14.68% |
Sharp | 1.52% | 1.20% |
Beta | 0.84% | 0.96% |
Alpha | 6.76% | 4.60% |
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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 | 8.04 | 3.61 |
Large Cap | 76.8 | 47.17 |
Small Cap | 10.58 | 26.11 |
Mid Cap | 4.58 | 23.11 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 7.69 | 1.19 |
Communication Services | 4.74 | 2.21 |
Energy | 1.19 | 4.37 |
Technology | 5.84 | 10.93 |
Industrials | 5.54 | 17.01 |
Basic Materials | 5.69 | 5.83 |
Financial Services | 41.29 | 25.06 |
Healthcare | 9.08 | 5.18 |
Consumer Cyclical | 15.83 | 20.22 |
Utilities | 1.78 | 3.29 |
Real Estate | 0.49 | 1.48 |
Consumer Defensive | 0.84 | 3.24 |
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