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 | ₹4088 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 | 5.08% | 4.43% |
| 6 Month | 12.29% | 10.7% |
| 1 Year | 5.23% | 5.63% |
| 3 Year | 21.2% | 20.16% |
| 5 Year | 20.26% | 20.82% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.51% | 2.69% |
| 1 Year | 15.36% | 13.21% |
| 3 Year | 18.34% | 18.93% |
| 5 Year | 17.48% | 17.85% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.96% | 13.09% |
| 3 Year | 18.57% | 14.4% |
| 5 Year | 19.32% | 13.43% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.30% | 14.05% |
| Sharp | 0.89% | 0.88% |
| Beta | 1.08% | 0.98% |
| Alpha | 4.07% | 3.77% |
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 | 9.84 | 3.17 |
| Small Cap | 46.12 | 26.6 |
| Large Cap | 37.42 | 46.94 |
| Mid Cap | 6.62 | 23.29 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 1.86 | 0.9 |
| Communication Services | 2.59 | 2.15 |
| Consumer Defensive | 2.5 | 3.05 |
| Basic Materials | 9.86 | 5.96 |
| Industrials | 22.31 | 15.66 |
| Financial Services | 33.95 | 23.46 |
| Consumer Cyclical | 8.62 | 21.93 |
| Technology | 6.5 | 13.04 |
| Healthcare | 2.09 | 5.08 |
| Utilities | 6.24 | 3.12 |
| Real Estate | 3.48 | 1.44 |
| Energy | - | 4.2 |
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