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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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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 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 Risk Very High Risk
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 -5.14% -5.35%
6 Month -12.41% -10.82%
1 Year 3.65% 12.03%
3 Year 13.63% 15.84%
5 Year 16.01% 16.05%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HSBC ELSS Tax saver Fund - Regular Growth
6 Month - -
1 Year -13.55% -6.83%
3 Year 12.25% 17.36%
5 Year 16.6% 18.22%

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 13.07% 14.547%
Sharp 0.645% 0.695%
Beta 0.901% 0.964%
Alpha 1.418% 2.596%

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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
Fund Manage 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 1.47 1.27
Large Cap 67.31 47.77
Mid Cap 14.06 24.54
Small Cap 17.14 26.42

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 1.47 1.27
Telecom - Services 2.7 1.72
Petroleum Products 6.29 2.68
Finance 1.91 6.11
IT - Software 12.21 9.25
Pharmaceuticals & Biotechnology 4.34 3.53
Personal Products 1.67 0.84
Construction 7.51 4.13
Banks 19.62 13.82
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.67 -
Cement & Cement Products 3.04 1.04
Aerospace & Defense 1.28 2.16
Electrical Equipment 1.05 10.14
Industrial Products 0.93 2.64
Gas 2.8 0.93
Automobiles 2.03 3.03
Fertilizers & Agrochemicals 1.56 -
Consumer Durables 1.61 5.72
Textiles & Apparels 0.46 1.33
Auto Components 3.5 3.61
Chemicals & Petrochemicals 4.8 1.51
Entertainment 0.98 -
Power 4.94 2.33
Ferrous Metals 1.5 1.99
Retailing 1.81 5.36
Capital Markets 4.01 2.55
Industrial Manufacturing 2.13 1.8
Beverages 1 -
Food Products - 1.08
Healthcare Services - 2.4
Leisure Services - 2.78
Agricultural Food & other Products - 1.21
Oil - 0.97
Household Products - 0.41
Realty - 1.66

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