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Tata ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Fund | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4595 Cr | ₹4144 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 27 Feb 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 70% |
| Expense Ratio | 1.82 | 1.89 |
| Manager | Sailesh Jain | Gautam Bhupal |
| ISIN Code | INF277K01I52 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.11% | -1.1% |
| 6 Month | 9.94% | 11.91% |
| 1 Year | -0.62% | 0.5% |
| 3 Year | 15.26% | 19.52% |
| 5 Year | 19.92% | 20.7% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.26% | 3.1% |
| 1 Year | 1.42% | 3.12% |
| 3 Year | 13.14% | 17.78% |
| 5 Year | 14.63% | 17.18% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.05% | 13.26% |
| 3 Year | 14.97% | 14.33% |
| 5 Year | 13.83% | 13.37% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.32% | 14.03% |
| Sharp | 0.72% | 0.97% |
| Beta | 0.96% | 0.95% |
| Alpha | 0.66% | 4.68% |
Fund Managers
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Name | Sailesh Jain | Gautam Bhupal |
| Total AUM | ₹17041 Cr | ₹25949 Cr |
| Funds Managed | 7 | 13 |
| Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 8.42 | 3.03 |
| Large Cap | 59.84 | 47.12 |
| Small Cap | 21.73 | 26.66 |
| Mid Cap | 10.01 | 23.19 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 4.55 | 1.06 |
| Communication Services | 4.22 | 2.16 |
| Energy | 5.27 | 4.21 |
| Technology | 6.27 | 10.45 |
| Basic Materials | 7.14 | 5.85 |
| Industrials | 14.5 | 17.07 |
| Financial Services | 34.15 | 24.72 |
| Consumer Defensive | 1.76 | 3.4 |
| Healthcare | 3.38 | 5.43 |
| Consumer Cyclical | 13.87 | 21.11 |
| Real Estate | 2.4 | 1.5 |
| Utilities | 2.51 | 3.04 |
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