Edelweiss ELSS Tax saver Fund vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹3977 Cr | ₹383 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 27 Feb 2006 | 30 Dec 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 57% |
Expense Ratio | 1.89 | 2.35 |
Manager | Gautam Bhupal | Trideep Bhattacharya |
ISIN Code | INF677K01064 | INF754K01517 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -5.35% | -4.16% |
6 Month | -10.82% | -11.08% |
1 Year | 12.03% | 5.6% |
3 Year | 15.84% | 12.4% |
5 Year | 16.05% | 14.36% |
SIP Return Analysis
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -9.7% | -9.55% |
3 Year | 16.04% | 12.65% |
5 Year | 17.15% | 15.2% |
Rolling Lumpsum Returns
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.01% | 12.53% |
3 Year | 14.15% | 13.51% |
5 Year | 13.19% | 13.44% |
Risk Management
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.547% | 13.32% |
Sharp | 0.695% | 0.526% |
Beta | 0.964% | 0.938% |
Alpha | 2.596% | -0.306% |
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Fund Managers
Scheme Name | HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Gautam Bhupal | Trideep Bhattacharya |
Total AUM | ₹25949 Cr | ₹0 Cr |
Fund Manage | 13 | 9 |
HSBC ELSS Tax saver Fund - Regular Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.27 | 4.99 |
Large Cap | 47.77 | 68.97 |
Small Cap | 26.42 | 11.27 |
Mid Cap | 24.54 | 14.77 |
Sector Allocation
Scheme Name |
HSBC ELSS Tax saver Fund - Regular Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.27 | 1.37 |
Petroleum Products | 2.68 | - |
Electrical Equipment | 10.14 | - |
IT - Software | 9.25 | - |
Food Products | 1.08 | - |
Retailing | 5.36 | - |
Auto Components | 3.61 | - |
Construction | 4.13 | 7.74 |
Personal Products | 0.84 | - |
Healthcare Services | 2.4 | - |
Banks | 13.82 | - |
Pharmaceuticals & Biotechnology | 3.53 | - |
Leisure Services | 2.78 | - |
Aerospace & Defense | 2.16 | - |
Chemicals & Petrochemicals | 1.51 | - |
Consumer Durables | 5.72 | - |
Automobiles | 3.03 | - |
Capital Markets | 2.55 | - |
Agricultural Food & other Products | 1.21 | - |
Finance | 6.11 | - |
Power | 2.33 | - |
Oil | 0.97 | - |
Ferrous Metals | 1.99 | - |
Gas | 0.93 | - |
Household Products | 0.41 | - |
Industrial Products | 2.64 | - |
Telecom - Services | 1.72 | - |
Industrial Manufacturing | 1.8 | - |
Cement & Cement Products | 1.04 | - |
Realty | 1.66 | - |
Textiles & Apparels | 1.33 | - |
Energy | - | 6.54 |
Materials | - | 4.55 |
Technology | - | 9.02 |
Consumer Staples | - | 5.11 |
Financial | - | 29.19 |
Healthcare | - | 5.85 |
Metals & Mining | - | 2.49 |
Automobile | - | 9.34 |
Capital Goods | - | 8.99 |
Services | - | 5.03 |
Insurance | - | 0.64 |
Consumer Discretionary | - | 1.3 |
Communication | - | 2.41 |
Chemicals | - | 0.43 |
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