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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) | ₹4795 Cr | ₹4184 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 | 0.33% | -1.74% |
| 6 Month | 4.44% | 1.91% |
| 1 Year | 1.24% | -2.84% |
| 3 Year | 14.64% | 18.71% |
| 5 Year | 17.13% | 17.26% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.15% | 0.31% |
| 1 Year | 15.4% | 11.38% |
| 3 Year | 14.17% | 16.09% |
| 5 Year | 14.59% | 16.1% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.35% | 12.95% |
| 3 Year | 15.06% | 14.55% |
| 5 Year | 14.1% | 13.58% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.11% | 14.06% |
| Sharp | 0.63% | 0.85% |
| Beta | 0.97% | 0.99% |
| Alpha | -0.07% | 3.41% |
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 | 8.81 | 4.26 |
| Large Cap | 60.41 | 47.07 |
| Small Cap | 20.81 | 25.75 |
| Mid Cap | 9.97 | 22.92 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 3.65 | 1.65 |
| Communication Services | 4.41 | 2.28 |
| Energy | 5.45 | 4.42 |
| Technology | 6.25 | 13.32 |
| Basic Materials | 7.32 | 5.55 |
| Industrials | 15.33 | 15.47 |
| Financial Services | 34.31 | 24.01 |
| Consumer Defensive | 1.85 | 2.94 |
| Healthcare | 3.39 | 5.08 |
| Consumer Cyclical | 13.04 | 20.73 |
| Real Estate | 2.54 | 1.55 |
| Utilities | 2.47 | 3.01 |
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