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) ₹4253 Cr ₹36533 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 27 Feb 2006 29 Dec 2009
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% 25%
Expense Ratio 1.89 1.52
Manager Gautam Bhupal Shreyash Devalkar
ISIN Code INF677K01064 INF846K01131
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month 5.16% 1.33%
6 Month 6.44% 2.1%
1 Year 33.79% 20.65%
3 Year 19.44% 9.53%
5 Year 19.54% 13.36%

SIP Return Analysis

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 26.78% 11.8%
3 Year 28.15% 16.72%
5 Year 24.39% 15.22%

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% 0.18%
Beta 0.93% 1.04%
Alpha 1.15% -7.45%

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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 3.99
Large Cap 51.84 66.2
Small Cap 22.85 3.27
Mid Cap 22.53 26.49

Sector Allocation

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 0.76 3.99
Energy 7.84 -
Capital Goods 19.87 -
Technology 7.59 -
Consumer Staples 2.67 -
Automobile 6.11 -
Construction 9.39 1.97
Healthcare 4.62 -
Financial 22.44 -
Services 5.57 -
Consumer Discretionary 5.74 -
Metals & Mining 3.9 -
Materials 1.25 -
Communication 1.62 -
Chemicals 0.63 -
Petroleum Products - 1
Electrical Equipment - 2.59
Industrial Products - 2.3
IT - Software - 7.44
Finance - 8.23
Healthcare Services - 2.17
Diversified FMCG - 0.51
Banks - 15.39
Non - Ferrous Metals - 0.26
Pharmaceuticals & Biotechnology - 7.56
Chemicals & Petrochemicals - 2.73
Leisure Services - 1.57
Paper, Forest & Jute Products - 0.47
Automobiles - 6.36
Auto Components - 2
Ferrous Metals - 0.49
Personal Products - 0.26
Insurance - 2.99
Fertilizers & Agrochemicals - 2.38
Consumer Durables - 1.42
Retailing - 6.88
Beverages - 1.42
Realty - 1
Food Products - 1.95
Aerospace & Defense - 0.61
Telecom - Services - 3.56
Financial Technology (Fintech) - 0.9
Cement & Cement Products - 1.79
Transport Services - 1.32
Power - 5.57
Capital Markets - 0.87

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