HSBC ELSS Tax saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
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 | 7.98% | 8.16% |
6 Month | -15.99% | -12.35% |
1 Year | 4.23% | 13.26% |
3 Year | 18.18% | 16.16% |
5 Year | 24.12% | 25.74% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | -6.7% | -6.16% |
1 Year | -14.9% | -8.57% |
3 Year | 17.1% | 18.36% |
5 Year | 16.86% | 18.23% |
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% |
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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 |
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