LIC MF Tax Plan vs HSBC ELSS Tax saver Fund compare

Link copied to clipboard!

HSBC ELSS Tax saver Fund - Regular Growth

Invest Now

LIC MF ELSS Regular Plan-Growth

Invest Now

LIC MF ELSS Tax Saver - Regular Plan - Growth

Invest Now

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)	₹4144 Cr	₹1115 Cr	₹1115 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

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	-2.96%	-1.67%	-1.67%
6 Month	12.25%	8.14%	8.14%
1 Year	1.67%	1.36%	1.36%
3 Year	18.82%	14.48%	14.48%
5 Year	20.62%	18.92%	18.92%

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	3.1%	1.44%	1.44%
1 Year	3.12%	1.23%	1.23%
3 Year	17.78%	14.2%	14.2%
5 Year	17.18%	14.42%	14.42%

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	13.26%	12.34%	12.34%
3 Year	14.33%	13.12%	13.12%
5 Year	13.37%	11.96%	11.96%

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	14.03%	12.54%	12.54%
Sharp	0.97%	0.76%	0.76%
Beta	0.95%	0.84%	0.84%
Alpha	4.68%	1.70%	1.70%

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

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Others	3.03	3.37	3.37
Large Cap	47.12	62.34	62.34
Small Cap	26.66	17.96	17.96
Mid Cap	23.19	16.33	16.33

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Others	1.06	2.44	2.44
Energy	4.21	2.19	2.19
Industrials	17.07	15.95	15.95
Technology	10.45	6.63	6.63
Consumer Defensive	3.4	9.95	9.95
Consumer Cyclical	21.11	16.78	16.78
Healthcare	5.43	7.34	7.34
Financial Services	24.72	29.82	29.82
Basic Materials	5.85	7.34	7.34
Utilities	3.04	-	-
Communication Services	2.16	1.31	1.31
Real Estate	1.5	0.25	0.25