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) | ₹4021 Cr | ₹5524 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 | 3.46% | 3.11% |
6 Month | 16.73% | 12.6% |
1 Year | -0.84% | 4.54% |
3 Year | 18.82% | 17.99% |
5 Year | 20.83% | 22.35% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 4.43% | 3.91% |
1 Year | 11.31% | 12.64% |
3 Year | 19.31% | 17.51% |
5 Year | 17.89% | 18.12% |
Rolling Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 13.26% | 22.57% |
3 Year | 14.33% | 22.15% |
5 Year | 13.37% | 24.48% |
Risk Management
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.15% | 9.79% |
Sharp | 0.79% | 1.07% |
Beta | 0.96% | 0.68% |
Alpha | 4.23% | 5.51% |
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 | 3.03 | 15.23 |
Large Cap | 47.12 | 71.06 |
Small Cap | 26.66 | 12.44 |
Mid Cap | 23.19 | 1.27 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 1.06 | 15.23 |
Energy | 4.21 | 5.58 |
Industrials | 17.07 | 1 |
Technology | 10.45 | 11.22 |
Consumer Defensive | 3.4 | 7 |
Consumer Cyclical | 21.11 | 15.94 |
Healthcare | 5.43 | 4.36 |
Financial Services | 24.72 | 29.49 |
Basic Materials | 5.85 | 0.59 |
Utilities | 3.04 | 5.97 |
Communication Services | 2.16 | 3.62 |
Real Estate | 1.5 | - |
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