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 Risk | Very High Risk |
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 | -1.05% | -5.35% |
6 Month | -6.39% | -10.82% |
1 Year | 9.44% | 12.03% |
3 Year | 20.9% | 15.84% |
5 Year | 19.97% | 16.05% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -0.63% | -9.7% |
3 Year | 20.67% | 16.04% |
5 Year | 22.74% | 17.15% |
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 | 12.292% | 14.547% |
Sharp | 1.092% | 0.695% |
Beta | 0.873% | 0.964% |
Alpha | 6.589% | 2.596% |
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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 |
Fund Manage | 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 | 7.59 | 1.27 |
Large Cap | 77.22 | 47.77 |
Mid Cap | 5.65 | 24.54 |
Small Cap | 9.54 | 26.42 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 7.59 | 1.27 |
Telecom - Services | 5.35 | 1.72 |
Petroleum Products | 0.17 | 2.68 |
IT - Software | 8.25 | 9.25 |
Cement & Cement Products | 1.56 | 1.04 |
Construction | 1.02 | 4.13 |
Banks | 36.8 | 13.82 |
Agricultural, Commercial & Construction Vehicles | 1.18 | - |
Pharmaceuticals & Biotechnology | 7.45 | 3.53 |
Automobiles | 8.99 | 3.03 |
Aerospace & Defense | 1.47 | 2.16 |
Ferrous Metals | 1.12 | 1.99 |
Healthcare Services | 4.39 | 2.4 |
Insurance | 5.76 | - |
IT - Services | 0.55 | - |
Transport Services | 0.22 | - |
Consumer Durables | 1.95 | 5.72 |
Oil | 0.42 | 0.97 |
Entertainment | 0.31 | - |
Fertilizers & Agrochemicals | 0.18 | - |
Auto Components | 0.15 | 3.61 |
Retailing | 0.84 | 5.36 |
Power | 1.31 | 2.33 |
Realty | 1.44 | 1.66 |
Beverages | 1 | - |
Commercial Services & Supplies | 0.53 | - |
Electrical Equipment | - | 10.14 |
Food Products | - | 1.08 |
Personal Products | - | 0.84 |
Leisure Services | - | 2.78 |
Chemicals & Petrochemicals | - | 1.51 |
Capital Markets | - | 2.55 |
Agricultural Food & other Products | - | 1.21 |
Finance | - | 6.11 |
Gas | - | 0.93 |
Household Products | - | 0.41 |
Industrial Products | - | 2.64 |
Industrial Manufacturing | - | 1.8 |
Textiles & Apparels | - | 1.33 |
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