HSBC ELSS Tax saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
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 | 7.44% | 8.11% |
6 Month | -13.3% | -11.69% |
1 Year | 4.6% | 13.23% |
3 Year | 13.74% | 15.71% |
5 Year | 25.28% | 25.66% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | -6.28% | -6.16% |
1 Year | -12.87% | -8.57% |
3 Year | 13.41% | 18.36% |
5 Year | 16.65% | 18.23% |
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% |
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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 |
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