HSBC ELSS Tax saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Fund | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹15413 Cr | ₹3977 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 02 Apr 1996 | 27 Feb 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 36.4% | 70% |
Expense Ratio | 1.7 | 1.89 |
Manager | Dhruv Muchhal | Gautam Bhupal |
ISIN Code | INF179K01BB8 | INF677K01064 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Month | 5.2% | 6.84% |
6 Month | -8.63% | -12.75% |
1 Year | 10.2% | 10.2% |
3 Year | 20.04% | 14.99% |
5 Year | 30.34% | 26.13% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | -1.2% | -6.16% |
1 Year | -1.11% | -8.57% |
3 Year | 21.19% | 18.36% |
5 Year | 22.85% | 18.23% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 17.75% | 14.01% |
3 Year | 15.14% | 14.15% |
5 Year | 14.93% | 13.19% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.311% | 15.421% |
Sharp | 1.077% | 0.548% |
Beta | 0.848% | 0.99% |
Alpha | 7.78% | 2.056% |
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Fund Managers
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Gautam Bhupal |
Total AUM | ₹520687 Cr | ₹25949 Cr |
Funds Managed | 40 | 13 |
HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 7.25 | 2.39 |
Large Cap | 75.98 | 48.17 |
Mid Cap | 6.34 | 23.42 |
Small Cap | 10.42 | 26.02 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 6.95 | 0.62 |
Communication Services | 5.85 | 1.91 |
Energy | 0.59 | 4.19 |
Technology | 6.67 | 12.24 |
Basic Materials | 5.51 | 6.44 |
Industrials | 5.95 | 18.01 |
Financial Services | 40.82 | 23.48 |
Healthcare | 10.74 | 5.83 |
Consumer Cyclical | 13.5 | 19.36 |
Utilities | 1.27 | 3.21 |
Real Estate | 1.15 | 1.51 |
Consumer Defensive | 1.02 | 3.2 |
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