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HSBC ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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Chart Comparison

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

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 -5.5% -5.7%
6 Month -12.09% -11.72%
1 Year 4.42% 8.88%
3 Year 15.7% 18.15%
5 Year 17.22% 17.91%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan HSBC ELSS Tax saver Fund - Regular Growth
6 Month -10.12% -10.83%
1 Year -13.68% -13.98%
3 Year 11.31% 15.78%
5 Year 14.97% 16.92%

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 13.843% 14.547%
Sharp 0.555% 0.695%
Beta 0.966% 0.964%
Alpha 0.163% 2.596%

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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
Fund Manage 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 5.11777 2.38973
Large Cap 60.14438 48.16795
Small Cap 24.69248 26.01954
Mid Cap 10.04536 23.42272

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

HSBC ELSS Tax saver Fund - Regular Growth

Others 4.53984 0.62413
Communication Services 3.73894 1.90949
Energy 5.18866 4.18515
Technology 7.94897 12.23886
Basic Materials 7.20543 6.4389
Consumer Cyclical 16.19659 19.36483
Industrials 13.81336 18.01257
Financial Services 31.01634 23.47863
Healthcare 3.54409 5.82976
Real Estate 2.77939 1.50922
Utilities 2.54241 3.2054
Consumer Defensive 1.48597 3.203

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