HSBC ELSS Tax saver Fund vs ITI ELSS Tax Saver Fund Regular compare

HSBC ELSS Tax saver Fund vs ITI ELSS Tax Saver Fund Regular compare

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ITI ELSS Tax Saver Fund Regular - Growth

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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	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)	₹446 Cr	₹4184 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	-4.81%	-3.21%
6 Month	-1.28%	0.75%
1 Year	-2.92%	-3.71%
3 Year	18.45%	18.76%
5 Year	15.55%	16.73%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	-0.91%	0.31%
1 Year	9.69%	11.38%
3 Year	14.23%	16.09%
5 Year	15.05%	16.1%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	15.94%	12.95%
3 Year	18.72%	14.55%
5 Year	19.31%	13.58%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	15.38%	14.06%
Sharp	0.80%	0.85%
Beta	1.09%	0.99%
Alpha	2.87%	3.41%

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	9.02	4.4
Small Cap	48.31	26.54
Large Cap	36.88	46.47
Mid Cap	5.78	22.6

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	HSBC ELSS Tax saver Fund - Regular Growth
Others	0.89	1.46
Communication Services	1.81	2.35
Consumer Defensive	2.64	2.97
Industrials	24.45	14.54
Financial Services	34.23	24.69
Healthcare	2.57	5.26
Technology	5.37	13.11
Real Estate	5.95	1.46
Basic Materials	8.14	5.48
Consumer Cyclical	8.12	21.23
Utilities	5.84	2.86
Energy	-	4.58

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