Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC ELSS Tax saver Fund vs ITI ELSS Tax Saver Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

Invest Now

tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HSBC ELSS Tax saver Fund - Regular Growth
Fund ITI ELSS Tax Saver Fund Regular - Growth HSBC ELSS Tax saver Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹374 Cr ₹3977 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 27 Feb 2006
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 70%
Expense Ratio 2.32 1.89
Manager Vishal Jajoo Gautam Bhupal
ISIN Code INF00XX01374 INF677K01064
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Month 1.52% 1.51%
6 Month -7.77% -5.22%
1 Year -0.37% 7.67%
3 Year 19.04% 17.42%
5 Year 21.32% 22.63%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HSBC ELSS Tax saver Fund - Regular Growth
6 Month 1.06% -0.81%
1 Year -8.23% -6.04%
3 Year 18.33% 18.77%
5 Year 17.27% 18.1%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Year 20.61% 14.01%
3 Year 18.2% 14.15%
5 Year 17.5% 13.19%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation 13.905% 15.421%
Sharp 0.774% 0.548%
Beta 0.917% 0.99%
Alpha 3.597% 2.056%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth HSBC ELSS Tax saver Fund - Regular Growth
Name Vishal Jajoo Gautam Bhupal
Total AUM ₹762 Cr ₹25949 Cr
Funds Managed 3 13
ITI ELSS Tax Saver Fund Regular - Growth HSBC ELSS Tax saver Fund - Regular Growth

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 4.4 2.39
Large Cap 41.83 48.17
Small Cap 44.62 26.02
Mid Cap 9.14 23.42

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 1.66 0.62
Communication Services 2.67 1.91
Industrials 20.77 18.01
Consumer Defensive 3.66 3.2
Basic Materials 10.08 6.44
Financial Services 26.02 23.48
Consumer Cyclical 11.66 19.36
Technology 9.68 12.24
Healthcare 2.53 5.83
Energy 1 4.19
Real Estate 4.73 1.51
Utilities 5.53 3.21

Top Comparisons

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns15.39%

VS

Axis Quant Fund - Regular Plan - Growth Axis Quant Fund - Regular Plan - Growth

3Y Returns12.87%

Compare Now

Nippon India Japan Equity Fund- Growth Plan- Growth Option Nippon India Japan Equity Fund- Growth Plan- Growth Option

3Y Returns10.15%

VS

Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan

3Y Returns8.44%

Compare Now

UTI Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option

3Y Returns15.2%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns17.22%

Compare Now

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

VS

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns7.24%

Compare Now
Add to Cart Successfully