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) | ₹4184 Cr | ₹1107 Cr | ₹1107 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 | -1.74% | -0.33% | -0.33% |
| 6 Month | 1.91% | 0.51% | 0.51% |
| 1 Year | -2.84% | -1.89% | -1.89% |
| 3 Year | 18.71% | 15.03% | 15.03% |
| 5 Year | 17.26% | 14.87% | 14.87% |
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 | 0.31% | 0.61% | 0.61% |
| 1 Year | 11.38% | 6.86% | 6.86% |
| 3 Year | 16.09% | 12.4% | 12.4% |
| 5 Year | 16.1% | 13.03% | 13.03% |
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 | 12.95% | 12.7% | 12.7% |
| 3 Year | 14.55% | 13.89% | 13.89% |
| 5 Year | 13.58% | 12.56% | 12.56% |
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 | 14.06% | 12.56% | 12.56% |
| Sharp | 0.85% | 0.67% | 0.67% |
| Beta | 0.99% | 0.87% | 0.87% |
| Alpha | 3.41% | 0.86% | 0.86% |
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 | 3.27 | 3.27 |
| Large Cap | 47.07 | 63.95 | 63.95 |
| Small Cap | 25.75 | 17.82 | 17.82 |
| Mid Cap | 22.92 | 14.97 | 14.97 |
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 | 2.32 | 2.32 |
| Energy | 4.42 | 2.47 | 2.47 |
| Industrials | 15.47 | 13.45 | 13.45 |
| Technology | 13.32 | 7.02 | 7.02 |
| Consumer Defensive | 2.94 | 9.96 | 9.96 |
| Consumer Cyclical | 20.73 | 18.59 | 18.59 |
| Healthcare | 5.08 | 7.18 | 7.18 |
| Financial Services | 24.01 | 30.99 | 30.99 |
| Basic Materials | 5.55 | 6.89 | 6.89 |
| Utilities | 3.01 | - | - |
| Communication Services | 2.28 | 1.12 | 1.12 |
| Real Estate | 1.55 | - | - |
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