HSBC ELSS Tax saver Fund vs HDFC ELSS Tax saver Fund compare

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)	₹15935 Cr	₹4253 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	1.71	1.89
Manager	Dhruv Muchhal	Gautam Bhupal
ISIN Code	INF179K01BB8	INF677K01064
Exits Load	Data not available./365	Data not available./365

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
1 Month	-3.29%	-6.72%
6 Month	-4.41%	-1.52%
1 Year	15.74%	21.47%
3 Year	19.93%	15.56%
5 Year	19.67%	17.27%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	-	-
1 Year	4.46%	10.44%
3 Year	22.68%	23.28%
5 Year	23.96%	21.53%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	17.61%	13.57%
3 Year	14.99%	14.07%
5 Year	14.82%	13.1%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	11.39%	12.97%
Sharp	1.57%	1.02%
Beta	0.85%	0.93%
Alpha	6.77%	1.15%

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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Others	7.59	1.69
Large Cap	77.22	49.86
Mid Cap	5.65	20.39
Small Cap	9.54	28.06

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	HSBC ELSS Tax saver Fund - Regular Growth
Others	7.59	1.69
Telecom - Services	5.35	1.77
Petroleum Products	0.17	2.86
IT - Software	8.25	8.94
Cement & Cement Products	1.56	0.72
Construction	1.02	4.35
Banks	36.8	14.31
Agricultural, Commercial & Construction Vehicles	1.18	0.61
Pharmaceuticals & Biotechnology	7.45	3.23
Automobiles	8.99	2.81
Aerospace & Defense	1.47	2.3
Ferrous Metals	1.12	1.94
Healthcare Services	4.39	2.27
Insurance	5.76	-
IT - Services	0.55	-
Transport Services	0.22	-
Consumer Durables	1.95	5.08
Oil	0.42	1.05
Entertainment	0.31	-
Fertilizers & Agrochemicals	0.18	-
Auto Components	0.15	3.58
Retailing	0.84	4.92
Power	1.31	2.47
Realty	1.44	2.26
Beverages	1	-
Commercial Services & Supplies	0.53	-
Electrical Equipment	-	10.34
Food Products	-	1.12
Personal Products	-	0.88
Leisure Services	-	2.26
Chemicals & Petrochemicals	-	1.6
Capital Markets	-	2.32
Agricultural Food & other Products	-	1.34
Finance	-	6.22
Gas	-	0.92
Household Products	-	0.47
Industrial Products	-	2.69
Industrial Manufacturing	-	1.59
Textiles & Apparels	-	1.09