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

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)	₹4795 Cr	₹4184 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	0.33%	-1.74%
6 Month	4.44%	1.91%
1 Year	1.24%	-2.84%
3 Year	14.64%	18.71%
5 Year	17.13%	17.26%

SIP Return Analysis

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	3.15%	0.31%
1 Year	15.4%	11.38%
3 Year	14.17%	16.09%
5 Year	14.59%	16.1%

Rolling Lumpsum Returns

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	12.35%	12.95%
3 Year	15.06%	14.55%
5 Year	14.1%	13.58%

Risk Management

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	12.5%	14.06%
Sharp	0.7%	0.85%
Beta	0.97%	0.99%
Alpha	-0.5%	3.41%

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	8.81	4.26
Large Cap	60.41	47.07
Small Cap	20.81	25.75
Mid Cap	9.97	22.92

Sector Allocation

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	HSBC ELSS Tax saver Fund - Regular Growth
Others	3.65	1.65
Communication Services	4.41	2.28
Energy	5.45	4.42
Technology	6.25	13.32
Basic Materials	7.32	5.55
Industrials	15.33	15.47
Financial Services	34.31	24.01
Consumer Defensive	1.85	2.94
Healthcare	3.39	5.08
Consumer Cyclical	13.04	20.73
Real Estate	2.54	1.55
Utilities	2.47	3.01

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