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) | ₹4215 Cr | ₹1114 Cr | ₹1114 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 | -0.6% | -1.09% | -1.09% |
| 6 Month | 3.65% | 1.73% | 1.73% |
| 1 Year | 1.24% | 0.04% | 0.04% |
| 3 Year | 18.71% | 14.64% | 14.64% |
| 5 Year | 18.03% | 15.42% | 15.42% |
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 | 2.55% | 1.29% | 1.29% |
| 1 Year | 13.89% | 7.89% | 7.89% |
| 3 Year | 17.69% | 13.33% | 13.33% |
| 5 Year | 17.18% | 13.69% | 13.69% |
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 | 12.99% | 12.74% | 12.74% |
| 3 Year | 14.55% | 13.87% | 13.87% |
| 5 Year | 13.57% | 12.55% | 12.55% |
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 | 14.03% | 12.19% | 12.19% |
| Sharp | 0.88% | 0.72% | 0.72% |
| Beta | 0.98% | 0.86% | 0.86% |
| Alpha | 3.06% | -0.13% | -0.13% |
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 | 4.26 | 2.56 | 2.56 |
| Large Cap | 47.07 | 64.15 | 64.15 |
| Small Cap | 25.75 | 18.26 | 18.26 |
| Mid Cap | 22.92 | 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 | 1.67 | 1.67 |
| Energy | 4.42 | 2.34 | 2.34 |
| Industrials | 15.47 | 15.66 | 15.66 |
| Technology | 13.32 | 6.71 | 6.71 |
| Consumer Defensive | 2.94 | 9.78 | 9.78 |
| Consumer Cyclical | 20.73 | 18.27 | 18.27 |
| Healthcare | 5.08 | 7.09 | 7.09 |
| Financial Services | 24.01 | 30.27 | 30.27 |
| Basic Materials | 5.55 | 6.9 | 6.9 |
| Utilities | 3.01 | - | - |
| Communication Services | 2.28 | 1.29 | 1.29 |
| Real Estate | 1.55 | 0 | 0 |
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