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

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4259 Cr ₹37109 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 01 Jan 2013 05 Dec 2009
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% 25%
Expense Ratio 1.91 1.52
Manager Gautam Bhupal Shreyash Devalkar
ISIN Code INF677K01064 INF846K01131
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -4.28% -7.58%
6 Month 16.82% 7.25%
1 Year 43.66% 25.01%
3 Year 17.16% 5.4%
5 Year 19.44% 13.19%

SIP Return Analysis

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 30.18% 17.78%
3 Year 27.46% 17.42%
5 Year 23.79% 15.67%

Rolling Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 13.57% 14.64%
3 Year 14.07% 14.38%
5 Year 13.1% 17%

Risk Management

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 12.97% 15.43%
Sharp 1.02% 0.14%
Beta 0.93% 1.03%
Alpha 1.15% -7.1%

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Fund Managers

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Name Gautam Bhupal Shreyash Devalkar
Total AUM ₹25949 Cr ₹166770 Cr
Fund Manage 13 14
HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 2.78 8.05
Large Cap 51.84 65.09
Small Cap 22.85 1.57
Mid Cap 22.53 25.26

Sector Allocation

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 0.76 4.44
Energy 7.84 9.65
Capital Goods 19.87 3.93
Technology 7.59 8.01
Consumer Staples 2.67 4.5
Automobile 6.11 9.17
Construction 9.39 1.65
Healthcare 4.62 8.44
Financial 22.44 23.42
Services 5.57 11.47
Consumer Discretionary 5.74 0.54
Metals & Mining 3.9 0.62
Materials 1.25 4.02
Communication 1.62 2.29
Chemicals 0.63 6.41
Insurance - 0.98
Diversified - 0.43

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