LIC MF Tax Plan vs HSBC ELSS Tax saver Fund compare

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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tortoise-icon LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF ELSS Tax Saver - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Average
Asset Size (Cr) ₹4259 Cr ₹1153 Cr ₹1153 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 01 Jan 2013 31 Mar 1997 31 Mar 1997
Category ELSS ELSS ELSS
Fund Type Open Ended Open-ended Open-Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% % 84%
Expense Ratio 1.91 2.13 2.13
Manager Gautam Bhupal Karan Doshi Karan Doshi
ISIN Code INF677K01064 INF767K01956 INF767K01956
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month -1.49% -1.12% -1.12%
6 Month 8.63% 9.14% 9.14%
1 Year 38.28% 29.01% 29.01%
3 Year 17.82% 14.15% 14.15%
5 Year 19.15% 16.11% 16.11%

SIP Return Analysis

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month - - -
1 Year - 17.91% 17.91%
3 Year - 20.73% 20.73%
5 Year - 19.65% 19.65%

Rolling Lumpsum Returns

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year 13.57% 12.31% 12.31%
3 Year 14.07% 12.84% 12.84%
5 Year 13.1% 11.63% 11.63%

Risk Management

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation 12.97% 12.19% 12.19%
Sharp 1.02% 0.93% 0.93%
Beta 0.93% 0.88% 0.88%
Alpha 1.15% 0.01% 0.01%

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Fund Managers

Scheme Name HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Name Gautam Bhupal Karan Doshi Karan Doshi
Total AUM ₹25949 Cr ₹2592 Cr ₹2592 Cr
Fund Manage 13 5 5
HSBC ELSS Tax saver Fund - Regular Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth

Market Cap

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 2.78 2.84 -
Large Cap 51.84 61.73 -
Small Cap 22.85 17.23 -
Mid Cap 22.53 18.2 -

Sector Allocation

Scheme Name

HSBC ELSS Tax saver Fund - Regular Growth

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 0.76 1.7 -
Energy 7.84 2.07 -
Capital Goods 19.87 10.82 -
Technology 7.59 8.75 -
Consumer Staples 2.67 7.91 -
Automobile 6.11 9.73 -
Construction 9.39 3.18 -
Healthcare 4.62 3.07 -
Financial 22.44 28.72 -
Services 5.57 8.55 -
Consumer Discretionary 5.74 5.99 -
Metals & Mining 3.9 1.58 -
Materials 1.25 2.69 -
Communication 1.62 - -
Chemicals 0.63 3.61 -
Diversified - 1.63 -

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