HSBC ELSS Tax saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Fund | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹409 Cr | ₹4021 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 27 Feb 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | 70% |
Expense Ratio | 2.32 | 1.89 |
Manager | Vishal Jajoo | Gautam Bhupal |
ISIN Code | INF00XX01374 | INF677K01064 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Month | 5.17% | 4.51% |
6 Month | 19.74% | 18.55% |
1 Year | -4.07% | 0.26% |
3 Year | 20.84% | 20.05% |
5 Year | 19.29% | 20.65% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 3.54% | 4.43% |
1 Year | 10.58% | 11.31% |
3 Year | 17.98% | 19.31% |
5 Year | 16.99% | 17.89% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 17.67% | 13.26% |
3 Year | 18.44% | 14.33% |
5 Year | 19.61% | 13.37% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.44% | 14.15% |
Sharp | 0.77% | 0.79% |
Beta | 1.07% | 0.96% |
Alpha | 4.18% | 4.23% |
Fund Managers
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Name | Vishal Jajoo | Gautam Bhupal |
Total AUM | ₹762 Cr | ₹25949 Cr |
Funds Managed | 3 | 13 |
ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 8.94 | 2.89 |
Small Cap | 47.05 | 26.36 |
Large Cap | 37.45 | 47.78 |
Mid Cap | 6.56 | 22.96 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 2.03 | 1.03 |
Communication Services | 2.71 | 2.19 |
Consumer Defensive | 2.02 | 3.42 |
Basic Materials | 10.31 | 5.85 |
Industrials | 23.34 | 17.11 |
Financial Services | 31.5 | 23.57 |
Consumer Cyclical | 9.7 | 22.15 |
Technology | 5.86 | 10.81 |
Healthcare | 2.03 | 5.23 |
Utilities | 6.34 | 2.99 |
Real Estate | 4.16 | 1.41 |
Energy | - | 4.23 |
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