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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) | ₹4472 Cr | ₹4021 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 | 3.42% | 4.51% |
| 6 Month | 14.48% | 18.55% |
| 1 Year | -2.71% | 0.26% |
| 3 Year | 15.56% | 20.05% |
| 5 Year | 19.79% | 20.65% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.82% | 4.43% |
| 1 Year | 7.24% | 11.31% |
| 3 Year | 13.99% | 19.31% |
| 5 Year | 14.86% | 17.89% |
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 | 13.41% | 14.15% |
| Sharp | 0.56% | 0.79% |
| Beta | 0.97% | 0.96% |
| Alpha | 0.41% | 4.23% |
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 | 8.61 | 2.89 |
| Large Cap | 60.01 | 47.78 |
| Small Cap | 21.24 | 26.36 |
| Mid Cap | 10.14 | 22.96 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 4.62 | 1.03 |
| Communication Services | 4.28 | 2.19 |
| Energy | 5.31 | 4.23 |
| Technology | 6.33 | 10.81 |
| Basic Materials | 7.26 | 5.85 |
| Industrials | 14.3 | 17.11 |
| Financial Services | 33.62 | 23.57 |
| Consumer Defensive | 1.89 | 3.42 |
| Healthcare | 3.33 | 5.23 |
| Consumer Cyclical | 14.27 | 22.15 |
| Real Estate | 2.26 | 1.41 |
| Utilities | 2.53 | 2.99 |
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