- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5893 Cr | ₹3977 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 | 3.53% | 1.51% |
| 6 Month | -4.74% | -5.22% |
| 1 Year | 2.77% | 7.67% |
| 3 Year | 15.93% | 17.42% |
| 5 Year | 23.16% | 22.63% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.66% | -0.81% |
| 1 Year | -6.57% | -6.04% |
| 3 Year | 14.84% | 18.77% |
| 5 Year | 17.06% | 18.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.07% | 14.01% |
| 3 Year | 12.97% | 14.15% |
| 5 Year | 13.04% | 13.19% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.913% | 15.421% |
| Sharp | 0.496% | 0.548% |
| Beta | 0.925% | 0.99% |
| Alpha | 0.931% | 2.056% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.47 | 2.39 |
| Large Cap | 67.49 | 48.17 |
| Mid Cap | 15.72 | 23.42 |
| Small Cap | 16.32 | 26.02 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 0.4 | 0.62 |
| Communication Services | 3.79 | 1.91 |
| Energy | 5.98 | 4.19 |
| Financial Services | 26.37 | 23.48 |
| Technology | 15.12 | 12.24 |
| Consumer Cyclical | 9.78 | 19.36 |
| Healthcare | 4.3 | 5.83 |
| Consumer Defensive | 4.93 | 3.2 |
| Industrials | 13.07 | 18.01 |
| Basic Materials | 9.32 | 6.44 |
| Utilities | 6.93 | 3.21 |
| Real Estate | - | 1.51 |
Top Comparisons
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.96%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns8.65%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.31%
Quant Overnight Fund Regular - Growth
3Y Returns0%
ICICI Prudential MNC Fund - Growth Option
3Y Returns12.46%
SBI Magnum Global Fund - Regular Plan -Growth
3Y Returns9.9%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.61%
DSP Bond Fund - Growth
3Y Returns7.25%
