LIC MF Tax Plan vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
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) | ₹4021 Cr | ₹1087 Cr | ₹1087 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 | 0.22% | -0.31% | -0.31% |
6 Month | 11.84% | 6.13% | 6.13% |
1 Year | -1.21% | -1.63% | -1.63% |
3 Year | 20.53% | 15.83% | 15.83% |
5 Year | 20.65% | 18.28% | 18.28% |
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 | 2.86% | 0.7% | 0.7% |
1 Year | 13.24% | 5.85% | 5.85% |
3 Year | 18.76% | 13.81% | 13.81% |
5 Year | 17.59% | 13.89% | 13.89% |
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 | 13.09% | 12.25% | 12.25% |
3 Year | 14.4% | 13.22% | 13.22% |
5 Year | 13.43% | 12.03% | 12.03% |
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 | 14.05% | 12.54% | 12.54% |
Sharp | 0.88% | 0.63% | 0.63% |
Beta | 0.98% | 0.86% | 0.86% |
Alpha | 3.77% | 0.33% | 0.33% |
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 | 3.17 | 2.49 | 2.49 |
Large Cap | 46.94 | 63.78 | 63.78 |
Small Cap | 26.6 | 17.84 | 17.84 |
Mid Cap | 23.29 | 15.89 | 15.89 |
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 | 0.9 | 1.45 | 1.45 |
Energy | 4.2 | 2.21 | 2.21 |
Industrials | 15.66 | 15.72 | 15.72 |
Technology | 13.04 | 6.46 | 6.46 |
Consumer Defensive | 3.05 | 9.82 | 9.82 |
Consumer Cyclical | 21.93 | 18.5 | 18.5 |
Healthcare | 5.08 | 7.36 | 7.36 |
Financial Services | 23.46 | 30.1 | 30.1 |
Basic Materials | 5.96 | 6.8 | 6.8 |
Utilities | 3.12 | - | - |
Communication Services | 2.15 | 1.33 | 1.33 |
Real Estate | 1.44 | 0.24 | 0.24 |
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