HSBC ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | HSBC ELSS Tax saver Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4398 Cr | ₹3977 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 27 Feb 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 70% |
Expense Ratio | 1.82 | 1.89 |
Manager | Sailesh Jain | Gautam Bhupal |
ISIN Code | INF277K01I52 | INF677K01064 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Month | 6.08% | 6.86% |
6 Month | -8.54% | -9.45% |
1 Year | 9.24% | 11.34% |
3 Year | 13.49% | 16.04% |
5 Year | 22.69% | 23.51% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | -5.42% | -6.04% |
1 Year | -12.53% | -13.84% |
3 Year | 11.21% | 15.4% |
5 Year | 14.27% | 16.07% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 13.97% | 14.01% |
3 Year | 14.85% | 14.15% |
5 Year | 13.39% | 13.19% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.429% | 15.421% |
Sharp | 0.451% | 0.548% |
Beta | 0.972% | 0.99% |
Alpha | 0.237% | 2.056% |
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Fund Managers
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Name | Sailesh Jain | Gautam Bhupal |
Total AUM | ₹17041 Cr | ₹25949 Cr |
Funds Managed | 7 | 13 |
Tata ELSS Tax Saver Fund-Growth-Regular Plan | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 5.12 | 2.39 |
Large Cap | 60.14 | 48.17 |
Small Cap | 24.69 | 26.02 |
Mid Cap | 10.05 | 23.42 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 4.54 | 0.62 |
Communication Services | 3.74 | 1.91 |
Energy | 5.19 | 4.19 |
Technology | 7.95 | 12.24 |
Basic Materials | 7.21 | 6.44 |
Consumer Cyclical | 16.2 | 19.36 |
Industrials | 13.81 | 18.01 |
Financial Services | 31.02 | 23.48 |
Healthcare | 3.54 | 5.83 |
Real Estate | 2.78 | 1.51 |
Utilities | 2.54 | 3.21 |
Consumer Defensive | 1.49 | 3.2 |
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