ITI ELSS Tax Saver Fund Regular vs HSBC ELSS Tax saver Fund compare
ITI ELSS Tax Saver Fund Regular - Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Fund | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹420 Cr | ₹4144 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 27 Feb 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | 70% |
Expense Ratio | 2.32 | 1.89 |
Manager | Vishal Jajoo | Gautam Bhupal |
ISIN Code | INF00XX01374 | INF677K01064 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Month | -3.51% | -2.7% |
6 Month | 15.42% | 14.8% |
1 Year | -7.54% | -3.32% |
3 Year | 19.49% | 19.05% |
5 Year | 17.77% | 19.43% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | -0.42% | 0.33% |
1 Year | 0.09% | 1.62% |
3 Year | 15.48% | 16.78% |
5 Year | 15.84% | 16.77% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 17.67% | 13.26% |
3 Year | 18.44% | 14.33% |
5 Year | 19.61% | 13.37% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.25% | 14.03% |
Sharp | 0.94% | 0.97% |
Beta | 1.05% | 0.95% |
Alpha | 4.48% | 4.68% |
Fund Managers
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Name | Vishal Jajoo | Gautam Bhupal |
Total AUM | ₹762 Cr | ₹25949 Cr |
Funds Managed | 3 | 13 |
ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 9.18 | 3.03 |
Small Cap | 47.59 | 26.66 |
Large Cap | 36.05 | 47.12 |
Mid Cap | 7.19 | 23.19 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 2.46 | 1.06 |
Communication Services | 2.7 | 2.16 |
Consumer Defensive | 1.92 | 3.4 |
Basic Materials | 10.66 | 5.85 |
Industrials | 21.84 | 17.07 |
Financial Services | 30.65 | 24.72 |
Consumer Cyclical | 9.4 | 21.11 |
Technology | 7.39 | 10.45 |
Healthcare | 2.03 | 5.43 |
Energy | 0 | 4.21 |
Utilities | 6.47 | 3.04 |
Real Estate | 4.47 | 1.5 |
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