Parag Parikh Tax Saver Fund Regular vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
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) | ₹4088 Cr | ₹5639 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 | 2.7% | 1.24% |
| 6 Month | 10.57% | 4.59% |
| 1 Year | 4.44% | 5.73% |
| 3 Year | 19.4% | 16.4% |
| 5 Year | 20.66% | 21% |
SIP Return Analysis
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.53% | -0.29% |
| 1 Year | 8.28% | 5.7% |
| 3 Year | 16.44% | 13.98% |
| 5 Year | 16.39% | 16.03% |
Rolling Lumpsum Returns
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.09% | 21.83% |
| 3 Year | 14.4% | 22.06% |
| 5 Year | 13.43% | 24% |
Risk Management
| Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.03% | 9.37% |
| Sharp | 0.88% | 0.98% |
| Beta | 0.98% | 0.66% |
| Alpha | 3.06% | 3.02% |
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 | 3.17 | 15.3 |
| Large Cap | 46.94 | 70.57 |
| Small Cap | 26.6 | 13.13 |
| Mid Cap | 23.29 | 1.01 |
Sector Allocation
| Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 0.9 | 14.38 |
| Energy | 4.2 | 5.68 |
| Industrials | 15.66 | 1.02 |
| Technology | 13.04 | 10.5 |
| Consumer Defensive | 3.05 | 8.16 |
| Consumer Cyclical | 21.93 | 9.55 |
| Healthcare | 5.08 | 4.14 |
| Financial Services | 23.46 | 36.55 |
| Basic Materials | 5.96 | 0.49 |
| Utilities | 3.12 | 6.05 |
| Communication Services | 2.15 | 3.49 |
| Real Estate | 1.44 | - |
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