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) | ₹419 Cr | ₹4129 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 | 2.4% | 3.13% |
6 Month | 2.79% | -0.9% |
1 Year | 1.01% | 3.85% |
3 Year | 25.94% | 25.42% |
5 Year | 21.9% | 23.01% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 11.94% | 10.82% |
1 Year | 12.94% | 12.71% |
3 Year | 21.95% | 22.02% |
5 Year | 19.3% | 19.73% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 18.91% | 13.62% |
3 Year | 18.3% | 14.24% |
5 Year | 18.29% | 13.28% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.39% | 14.68% |
Sharp | 1.20% | 1.20% |
Beta | 1.01% | 0.96% |
Alpha | 4.77% | 4.60% |
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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 | 4.34 | 3.05 |
Small Cap | 46.6 | 25.79 |
Large Cap | 40.16 | 47.54 |
Mid Cap | 8.9 | 23.63 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 0.45 | 1.05 |
Communication Services | 2.72 | 2.1 |
Consumer Defensive | 3.4 | 3.36 |
Basic Materials | 10.06 | 5.73 |
Industrials | 21.12 | 17.66 |
Financial Services | 31.05 | 25.6 |
Consumer Cyclical | 8.52 | 19.92 |
Technology | 8.96 | 10.61 |
Healthcare | 2.18 | 5.16 |
Energy | 1.03 | 4.29 |
Real Estate | 4.29 | 1.48 |
Utilities | 6.23 | 3.04 |
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