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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) | ₹6493 Cr | ₹4251 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 | -2.72% | -2.96% |
| 6 Month | 10.14% | 12.25% |
| 1 Year | -1.02% | 1.67% |
| 3 Year | 15.72% | 18.82% |
| 5 Year | 21.06% | 20.62% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.82% | 3.1% |
| 1 Year | 2.06% | 3.12% |
| 3 Year | 13.16% | 17.78% |
| 5 Year | 15.27% | 17.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.35% | 13.26% |
| 3 Year | 13.3% | 14.33% |
| 5 Year | 13.28% | 13.37% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.81% | 14.03% |
| Sharp | 0.82% | 0.97% |
| Beta | 0.92% | 0.95% |
| Alpha | 1.93% | 4.68% |
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 | 4.19 | 3.03 |
| Large Cap | 71.77 | 47.12 |
| Mid Cap | 16.29 | 23.19 |
| Small Cap | 7.75 | 26.66 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 0.63 | 1.06 |
| Communication Services | 4.52 | 2.16 |
| Energy | 6.51 | 4.21 |
| Financial Services | 30.04 | 24.72 |
| Technology | 10.04 | 10.45 |
| Consumer Cyclical | 10.34 | 21.11 |
| Healthcare | 4.43 | 5.43 |
| Consumer Defensive | 4.75 | 3.4 |
| Industrials | 12.83 | 17.07 |
| Basic Materials | 10.18 | 5.85 |
| Utilities | 5.73 | 3.04 |
| Real Estate | - | 1.5 |
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