HSBC ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Fund | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹4711 Cr | ₹4251 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 27 Feb 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 70% |
Expense Ratio | 1.82 | 1.89 |
Manager | Sailesh Jain | Gautam Bhupal |
ISIN Code | INF277K01I52 | INF677K01064 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Month | -3.32% | -3.16% |
6 Month | 4.45% | 5.76% |
1 Year | -2.2% | -0.34% |
3 Year | 15.55% | 19.95% |
5 Year | 20.34% | 21.48% |
SIP Return Analysis
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 5.1% | 6.39% |
1 Year | 4.93% | 7.24% |
3 Year | 15.39% | 20.34% |
5 Year | 16.24% | 18.84% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 13.05% | 13.26% |
3 Year | 14.97% | 14.33% |
5 Year | 13.83% | 13.37% |
Risk Management
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.00% | 14.68% |
Sharp | 0.97% | 1.20% |
Beta | 0.97% | 0.96% |
Alpha | 0.47% | 4.60% |
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Fund Managers
Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Name | Sailesh Jain | Gautam Bhupal |
Total AUM | ₹17041 Cr | ₹25949 Cr |
Funds Managed | 7 | 13 |
Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 9.09 | 3.61 |
Large Cap | 59.32 | 47.17 |
Small Cap | 21.35 | 26.11 |
Mid Cap | 10.24 | 23.11 |
Sector Allocation
Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 5.19 | 1.19 |
Communication Services | 4.32 | 2.21 |
Energy | 5.51 | 4.37 |
Technology | 6.75 | 10.93 |
Basic Materials | 6.85 | 5.83 |
Consumer Cyclical | 14.22 | 20.22 |
Industrials | 13.87 | 17.01 |
Financial Services | 34.15 | 25.06 |
Healthcare | 3.23 | 5.18 |
Real Estate | 2.46 | 1.48 |
Utilities | 2.45 | 3.29 |
Consumer Defensive | 1 | 3.24 |
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