HSBC ELSS Tax saver Fund vs Parag Parikh Tax Saver Fund Regular compare
HSBC ELSS Tax saver Fund - Regular Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Fund | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4215 Cr | ₹5791 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 27 Feb 2006 | 24 Jul 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | % |
| Expense Ratio | 1.89 | 1.73 |
| Manager | Gautam Bhupal | Rajeev Thakkar |
| ISIN Code | INF677K01064 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.14% | -1.21% |
| 6 Month | 5.1% | 2.19% |
| 1 Year | 3.07% | 6.11% |
| 3 Year | 19.26% | 16.12% |
| 5 Year | 18.35% | 19.65% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.55% | 0.48% |
| 1 Year | 13.89% | 7.57% |
| 3 Year | 17.69% | 14.35% |
| 5 Year | 17.18% | 16.19% |
Rolling Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.99% | 20.76% |
| 3 Year | 14.55% | 21.91% |
| 5 Year | 13.57% | 23.48% |
Risk Management
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.03% | 9.37% |
| Sharp | 0.88% | 0.98% |
| Beta | 0.98% | 0.66% |
| Alpha | 3.06% | 3.02% |
Fund Managers
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Name | Gautam Bhupal | Rajeev Thakkar |
| Total AUM | ₹25949 Cr | ₹0 Cr |
| Funds Managed | 13 | 5 |
| HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 4.26 | 14.44 |
| Large Cap | 47.07 | 71.06 |
| Small Cap | 25.75 | 13.53 |
| Mid Cap | 22.92 | 0.97 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.65 | 13.5 |
| Energy | 4.42 | 5.51 |
| Industrials | 15.47 | 2.35 |
| Technology | 13.32 | 10.79 |
| Consumer Defensive | 2.94 | 8.38 |
| Consumer Cyclical | 20.73 | 9.39 |
| Healthcare | 5.08 | 4.09 |
| Financial Services | 24.01 | 35.64 |
| Basic Materials | 5.55 | 0.49 |
| Utilities | 3.01 | 6.13 |
| Communication Services | 2.28 | 3.72 |
| Real Estate | 1.55 | - |
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