Parag Parikh Tax Saver Fund Regular vs HSBC ELSS Tax saver Fund compare

Parag Parikh Tax Saver Fund Regular vs HSBC ELSS Tax saver Fund compare

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HSBC ELSS Tax saver Fund - Regular Growth

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Parag Parikh Tax Saver Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Parag Parikh Tax Saver Fund Regular - Growth
Fund	HSBC ELSS Tax saver Fund - Regular Growth	Parag Parikh Tax Saver Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4184 Cr	₹5867 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	27 Feb 2006	24 Jul 2019
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	70%	%
Expense Ratio	1.89	1.73
Manager	Gautam Bhupal	Rajeev Thakkar
ISIN Code	INF677K01064	INF879O01092
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	-2.5%	-0.95%
6 Month	0.84%	-0.11%
1 Year	-3.21%	3.21%
3 Year	18.73%	16.47%
5 Year	16.66%	18.56%

SIP Return Analysis

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	0.31%	0.05%
1 Year	11.38%	7.6%
3 Year	16.09%	13.7%
5 Year	16.1%	15.58%

Rolling Lumpsum Returns

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	12.92%	20.5%
3 Year	14.57%	21.82%
5 Year	13.6%	23.25%

Risk Management

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	14.06%	9.38%
Sharp	0.85%	0.95%
Beta	0.99%	0.66%
Alpha	3.41%	3.20%

Fund Managers

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Parag Parikh Tax Saver Fund Regular - Growth
Name	Gautam Bhupal	Rajeev Thakkar
Total AUM	₹25949 Cr	₹0 Cr
Funds Managed	13	5
	HSBC ELSS Tax saver Fund - Regular Growth	Parag Parikh Tax Saver Fund Regular - Growth

Market Cap

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	4.4	14.71
Large Cap	46.47	70.72
Small Cap	26.54	13.59
Mid Cap	22.6	0.97

Sector Allocation

Scheme Name	HSBC ELSS Tax saver Fund - Regular Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	1.46	13.88
Energy	4.58	5.26
Industrials	14.54	2.28
Technology	13.11	11.13
Consumer Defensive	2.97	8.38
Consumer Cyclical	21.23	9.48
Healthcare	5.26	4.2
Financial Services	24.69	35.09
Basic Materials	5.48	0.49
Utilities	2.86	5.99
Communication Services	2.35	3.82
Real Estate	1.46	-

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