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LIC MF Tax Plan vs HSBC ELSS Tax saver Fund compare

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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tortoise-icon LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF ELSS Tax Saver - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3977 Cr ₹1093 Cr ₹1093 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 27 Feb 2006 17 Apr 2000 17 Apr 2000
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% % 84%
Expense Ratio 1.89 2.13 2.13
Manager Gautam Bhupal Karan Doshi Karan Doshi
ISIN Code INF677K01064 INF767K01956 INF767K01956
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month 3.57% 2.4% 2.4%
6 Month -5.37% -3.53% -3.53%
1 Year 5.78% 7.34% 7.34%
3 Year 24.23% 19.89% 19.89%
5 Year 23.64% 21.38% 21.38%

SIP Return Analysis

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month 8.78% 5.48% 5.48%
1 Year 6.72% 4.05% 4.05%
3 Year 21.05% 16.86% 16.86%
5 Year 19.12% 16.24% 16.24%

Rolling Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year 13.62% 12.54% 12.54%
3 Year 14.24% 12.99% 12.99%
5 Year 13.28% 11.88% 11.88%

Risk Management

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation 15.421% 13.827% 13.827%
Sharp 0.548% 0.433% 0.433%
Beta 0.99% 0.878% 0.878%
Alpha 2.056% 0.324% 0.324%

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Fund Managers

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Name Gautam Bhupal Karan Doshi Karan Doshi
Total AUM ₹25949 Cr ₹2592 Cr ₹2592 Cr
Funds Managed 13 5 5
HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth

Market Cap

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 2.39 4.3 4.3
Large Cap 48.17 63.76 63.76
Small Cap 26.02 17.45 17.45
Mid Cap 23.42 14.49 14.49

Sector Allocation

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 0.62 3.55 3.55
Energy 4.19 1.84 1.84
Industrials 18.01 16.66 16.66
Technology 12.24 8.12 8.12
Consumer Defensive 3.2 8.4 8.4
Consumer Cyclical 19.36 20.62 20.62
Healthcare 5.83 4.27 4.27
Financial Services 23.48 28.82 28.82
Basic Materials 6.44 6.62 6.62
Utilities 3.21 - -
Communication Services 1.91 1.11 1.11
Real Estate 1.51 - -

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