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) | ₹4109 Cr | ₹1097 Cr | ₹1097 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 | -2.07% | -2.82% | -2.82% |
| 6 Month | -1.93% | -3.26% | -3.26% |
| 1 Year | 7.06% | 3.04% | 3.04% |
| 3 Year | 19.81% | 16.46% | 16.46% |
| 5 Year | 16.72% | 14.19% | 14.19% |
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 | 0.74% | 0.85% | 0.85% |
| 1 Year | 10.05% | 6.54% | 6.54% |
| 3 Year | 14.38% | 10.94% | 10.94% |
| 5 Year | 15.52% | 12.46% | 12.46% |
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 | 12.82% | 12.58% | 12.58% |
| 3 Year | 14.61% | 13.97% | 13.97% |
| 5 Year | 13.64% | 12.62% | 12.62% |
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 | 13.87% | 12.38% | 12.38% |
| Sharp | 0.91% | 0.74% | 0.74% |
| Beta | 0.99% | 0.87% | 0.87% |
| Alpha | 3.09% | 0.82% | 0.82% |
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 | 5.62 | 3.49 | 3.49 |
| Large Cap | 46.3 | 64.17 | 64.17 |
| Small Cap | 26.59 | 17.32 | 17.32 |
| Mid Cap | 21.5 | 15.02 | 15.02 |
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 | 1.65 | 1.71 | 1.71 |
| Energy | 4.66 | 2.52 | 2.52 |
| Industrials | 14.74 | 14.08 | 14.08 |
| Technology | 12.48 | 7.15 | 7.15 |
| Consumer Defensive | 3.04 | 9.75 | 9.75 |
| Consumer Cyclical | 21 | 18.93 | 18.93 |
| Healthcare | 5.1 | 7 | 7 |
| Financial Services | 25.19 | 30.73 | 30.73 |
| Basic Materials | 5.58 | 6.92 | 6.92 |
| Utilities | 2.75 | - | - |
| Communication Services | 2.39 | 1.22 | 1.22 |
| Real Estate | 1.41 | - | - |
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