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HSBC ELSS Tax saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6278 Cr | ₹4088 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 27 Feb 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 70% |
| Expense Ratio | 1.77 | 1.89 |
| Manager | Harsha Upadhyaya | Gautam Bhupal |
| ISIN Code | INF174K01369 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.63% | 4.12% |
| 6 Month | 6.92% | 11.13% |
| 1 Year | 1.86% | 5.32% |
| 3 Year | 16.1% | 20.02% |
| 5 Year | 20.61% | 20.8% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.97% | 2.69% |
| 1 Year | 10.45% | 13.21% |
| 3 Year | 13.8% | 18.93% |
| 5 Year | 15.32% | 17.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.21% | 13.09% |
| 3 Year | 13.41% | 14.4% |
| 5 Year | 13.38% | 13.43% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.76% | 14.05% |
| Sharp | 0.72% | 0.88% |
| Beta | 0.94% | 0.98% |
| Alpha | 0.99% | 3.77% |
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Gautam Bhupal |
| Total AUM | ₹139411 Cr | ₹25949 Cr |
| Funds Managed | 11 | 13 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 6.25 | 3.17 |
| Large Cap | 69.53 | 46.94 |
| Mid Cap | 16.46 | 23.29 |
| Small Cap | 7.76 | 26.6 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 2.96 | 0.9 |
| Communication Services | 4.29 | 2.15 |
| Energy | 6.77 | 4.2 |
| Financial Services | 30.3 | 23.46 |
| Technology | 10.04 | 13.04 |
| Consumer Cyclical | 11.2 | 21.93 |
| Healthcare | 4.61 | 5.08 |
| Consumer Defensive | 5.01 | 3.05 |
| Industrials | 10.97 | 15.66 |
| Basic Materials | 9.77 | 5.96 |
| Utilities | 4.1 | 3.12 |
| Real Estate | - | 1.44 |
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