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)	₹16525 Cr	₹4021 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	2.94%	3.46%
6 Month	15.26%	16.73%
1 Year	2.56%	-0.84%
3 Year	21.04%	18.82%
5 Year	25.16%	20.83%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	4.07%	4.43%
1 Year	14.05%	11.31%
3 Year	20.56%	19.31%
5 Year	21.38%	17.89%

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	11.49%	14.15%
Sharp	1.16%	0.79%
Beta	0.86%	0.96%
Alpha	7.12%	4.23%

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	6.64	3.03
Large Cap	77.83	47.12
Small Cap	11.09	26.66
Mid Cap	4.44	23.19

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Others	6.07	1.06
Communication Services	4.55	2.16
Energy	1.19	4.21
Technology	5.21	10.45
Industrials	5.69	17.07
Basic Materials	6	5.85
Financial Services	42.46	24.72
Healthcare	9.73	5.43
Consumer Cyclical	16.05	21.11
Utilities	1.76	3.04
Real Estate	0.49	1.5
Consumer Defensive	0.81	3.4

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