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Kotak ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6516 Cr | ₹4184 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 27 Feb 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 70% |
| Expense Ratio | 1.77 | 1.89 |
| Manager | Harsha Upadhyaya | Gautam Bhupal |
| ISIN Code | INF174K01369 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.39% | -2.02% |
| 6 Month | - | -0.13% |
| 1 Year | 1.4% | 0.27% |
| 3 Year | 15.54% | 19.96% |
| 5 Year | 17.06% | 17.02% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.17% | 0.92% |
| 1 Year | 8.99% | 10.24% |
| 3 Year | 11.51% | 15.51% |
| 5 Year | 13.82% | 16.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.96% | 12.92% |
| 3 Year | 13.68% | 14.57% |
| 5 Year | 13.59% | 13.6% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.32% | 14.06% |
| Sharp | 0.73% | 0.85% |
| Beta | 0.92% | 0.99% |
| Alpha | 0.01% | 3.41% |
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Gautam Bhupal |
| Total AUM | ₹139411 Cr | ₹25949 Cr |
| Funds Managed | 11 | 13 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 6.67 | 4.4 |
| Large Cap | 70.66 | 46.47 |
| Mid Cap | 15.75 | 22.6 |
| Small Cap | 6.92 | 26.54 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 1.46 | 1.46 |
| Communication Services | 4.4 | 2.35 |
| Energy | 6.81 | 4.58 |
| Financial Services | 30.53 | 24.69 |
| Technology | 9.85 | 13.11 |
| Consumer Cyclical | 11.78 | 21.23 |
| Healthcare | 5.22 | 5.26 |
| Consumer Defensive | 6.27 | 2.97 |
| Industrials | 10.36 | 14.54 |
| Basic Materials | 9.69 | 5.48 |
| Utilities | 3.62 | 2.86 |
| Real Estate | - | 1.46 |
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