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 Very High
Asset Size (Cr) ₹4253 Cr ₹1140 Cr ₹1140 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 27 Feb 2006 17 Apr 2000 17 Apr 2000
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 1.89 2.13 2.13
Manager Gautam Bhupal Karan Doshi Karan Doshi
ISIN Code INF677K01064 INF767K01956 INF767K01956
Exits Load Data not available./365 Data not available./365 Data not available./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 3.42% 1.93% 1.93%
6 Month 5.98% 4.58% 4.58%
1 Year 34.25% 23.47% 23.47%
3 Year 19.36% 15.86% 15.86%
5 Year 19.54% 15.9% 15.9%

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 26.78% 18.7% 18.7%
3 Year 28.15% 21.41% 21.41%
5 Year 24.39% 20% 20%

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 1.15 1.15
Large Cap 51.84 63.81 63.81
Small Cap 22.85 19.31 19.31
Mid Cap 22.53 15.76 15.76

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 1.15 1.15
Energy 7.84 - -
Capital Goods 19.87 - -
Technology 7.59 - -
Consumer Staples 2.67 - -
Automobile 6.11 - -
Construction 9.39 2.19 2.19
Healthcare 4.62 - -
Financial 22.44 - -
Services 5.57 - -
Consumer Discretionary 5.74 - -
Metals & Mining 3.9 - -
Materials 1.25 - -
Communication 1.62 - -
Chemicals 0.63 - -
Petroleum Products - 1.8 1.8
IT - Software - 9.31 9.31
Auto Components - 5.1 5.1
IT - Services - 1.08 1.08
Pharmaceuticals & Biotechnology - 3.66 3.66
Diversified FMCG - 3.12 3.12
Banks - 21.22 21.22
Cement & Cement Products - 2.69 2.69
Chemicals & Petrochemicals - 2.52 2.52
Automobiles - 4.55 4.55
Consumer Durables - 7.53 7.53
Electrical Equipment - 3.25 3.25
Finance - 5.65 5.65
Industrial Products - 7.22 7.22
Fertilizers & Agrochemicals - 3.1 3.1
Retailing - 6.9 6.9
Beverages - 1.7 1.7
Leisure Services - 1.24 1.24
Transport Services - 1.46 1.46
Food Products - 2.51 2.51
Agricultural Food & other Products - 1.08 1.08

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