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 | -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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