Tata ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare

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Tata ELSS Fund - Regular Plan - Growth Option

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HSBC ELSS 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	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)	₹4550 Cr	₹4088 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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
1 Month	2.07%	1.14%
6 Month	7.57%	8.47%
1 Year	3.01%	4.49%
3 Year	16.05%	19.97%
5 Year	19.57%	20.35%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	3.15%	2.69%
1 Year	12.9%	13.21%
3 Year	14.9%	18.93%
5 Year	15.37%	17.85%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	12.85%	13.09%
3 Year	14.94%	14.4%
5 Year	13.91%	13.43%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	13.24%	14.05%
Sharp	0.68%	0.88%
Beta	0.98%	0.98%
Alpha	0.32%	3.77%

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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
Others	8.5	3.17
Large Cap	59.62	46.94
Small Cap	21.72	26.6
Mid Cap	10.16	23.29

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
Others	4.39	0.9
Communication Services	4.18	2.15
Energy	5.29	4.2
Technology	6.03	13.04
Basic Materials	7.06	5.96
Industrials	14.31	15.66
Financial Services	33.88	23.46
Consumer Defensive	1.83	3.05
Healthcare	3.19	5.08
Consumer Cyclical	14.67	21.93
Real Estate	2.59	1.44
Utilities	2.58	3.12