Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon Tata ELSS Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns7%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns7%

Compare Now

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns10.29%

VS

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns10.57%

Compare Now

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.63%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns16.29%

VS

Canara Robeco Large Cap Fund - Regular Plan - Growth Option Canara Robeco Large Cap Fund - Regular Plan - Growth Option

3Y Returns15.37%

Compare Now
Add to Cart Successfully