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) | ₹4109 Cr | ₹5915 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 | -4% | -3.24% |
| 6 Month | -4.68% | -3.98% |
| 1 Year | 3.38% | 4.71% |
| 3 Year | 18.25% | 15.4% |
| 5 Year | 15.03% | 16.58% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.47% | -2.61% |
| 1 Year | 5.83% | 0.35% |
| 3 Year | 13.45% | 11.07% |
| 5 Year | 14.87% | 14.08% |
Rolling Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.82% | 20.16% |
| 3 Year | 14.61% | 21.76% |
| 5 Year | 13.64% | 23.09% |
Risk Management
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.97% | 9.65% |
| Sharp | 0.97% | 1.18% |
| Beta | 0.99% | 0.65% |
| Alpha | 2.69% | 3.65% |
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 | 5.62 | 14.25 |
| Large Cap | 46.3 | 70.71 |
| Small Cap | 26.59 | 14.07 |
| Mid Cap | 21.5 | 0.97 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.65 | 12.78 |
| Energy | 4.66 | 5.54 |
| Industrials | 14.74 | 3.66 |
| Technology | 12.48 | 11.19 |
| Consumer Defensive | 3.04 | 8.38 |
| Consumer Cyclical | 21 | 9.56 |
| Healthcare | 5.1 | 4.15 |
| Financial Services | 25.19 | 34.34 |
| Basic Materials | 5.58 | 0.49 |
| Utilities | 2.75 | 6.11 |
| Communication Services | 2.39 | 3.8 |
| Real Estate | 1.41 | - |
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