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 Kotak ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-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 Kotak ELSS Tax Saver Fund-Scheme-Growth HSBC ELSS Tax saver Fund - Regular Growth
Fund Kotak ELSS Tax Saver Fund-Scheme-Growth HSBC ELSS Tax saver Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5893 Cr ₹3977 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 23 Nov 2005 27 Feb 2006
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 14.27% 70%
Expense Ratio 1.77 1.89
Manager Harsha Upadhyaya Gautam Bhupal
ISIN Code INF174K01369 INF677K01064
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Month 4.06% 2.61%
6 Month -6.9% -6.99%
1 Year 6.63% 13.06%
3 Year 14.95% 17.05%
5 Year 24.68% 24.46%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HSBC ELSS Tax saver Fund - Regular Growth
6 Month -0.8% -2.1%
1 Year -7.97% -6.39%
3 Year 14.3% 18.67%
5 Year 16.85% 18.11%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Year 13.07% 14.01%
3 Year 12.97% 14.15%
5 Year 13.04% 13.19%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation 13.913% 15.421%
Sharp 0.496% 0.548%
Beta 0.925% 0.99%
Alpha 0.931% 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 Kotak ELSS Tax Saver Fund-Scheme-Growth HSBC ELSS Tax saver Fund - Regular Growth
Name Harsha Upadhyaya Gautam Bhupal
Total AUM ₹139411 Cr ₹25949 Cr
Funds Managed 11 13
Kotak ELSS Tax Saver Fund-Scheme-Growth HSBC ELSS Tax saver Fund - Regular Growth

Market Cap

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 0.47 2.39
Large Cap 67.49 48.17
Mid Cap 15.72 23.42
Small Cap 16.32 26.02

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 0.4 0.62
Communication Services 3.79 1.91
Energy 5.98 4.19
Financial Services 26.37 23.48
Technology 15.12 12.24
Consumer Cyclical 9.78 19.36
Healthcare 4.3 5.83
Consumer Defensive 4.93 3.2
Industrials 13.07 18.01
Basic Materials 9.32 6.44
Utilities 6.93 3.21
Real Estate - 1.51

Top Comparisons

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns6.23%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns6.29%

Compare Now

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns6.79%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.06%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns17.98%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns16.07%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

3Y Returns16.45%

Compare Now
Add to Cart Successfully