LIC MF Tax Plan vs HSBC ELSS Tax saver Fund compare
HSBC ELSS Tax saver Fund - Regular Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
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) | ₹3977 Cr | ₹1093 Cr | ₹1093 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 | -3.09% | -2.21% | -2.21% |
6 Month | -15.05% | -11.85% | -11.85% |
1 Year | 8.86% | 11.25% | 11.25% |
3 Year | 15.37% | 13.48% | 13.48% |
5 Year | 20.66% | 17.19% | 17.19% |
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 | -10.83% | -8.25% | -8.25% |
1 Year | -16.96% | -10.48% | -10.48% |
3 Year | 14.6% | 12.97% | 12.97% |
5 Year | 16.11% | 14.74% | 14.74% |
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 | 14.01% | 12.59% | 12.59% |
3 Year | 14.15% | 12.91% | 12.91% |
5 Year | 13.19% | 11.77% | 11.77% |
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 | 15.421% | 13.827% | 13.827% |
Sharp | 0.548% | 0.433% | 0.433% |
Beta | 0.99% | 0.878% | 0.878% |
Alpha | 2.056% | 0.324% | 0.324% |
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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 |
Funds Managed | 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 | 2.39 | 4.3 | 4.3 |
Large Cap | 48.17 | 63.76 | 63.76 |
Small Cap | 26.02 | 17.45 | 17.45 |
Mid Cap | 23.42 | 14.49 | 14.49 |
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 | 0.62 | 3.55 | 3.55 |
Energy | 4.19 | 1.84 | 1.84 |
Industrials | 18.01 | 16.66 | 16.66 |
Technology | 12.24 | 8.12 | 8.12 |
Consumer Defensive | 3.2 | 8.4 | 8.4 |
Consumer Cyclical | 19.36 | 20.62 | 20.62 |
Healthcare | 5.83 | 4.27 | 4.27 |
Financial Services | 23.48 | 28.82 | 28.82 |
Basic Materials | 6.44 | 6.62 | 6.62 |
Utilities | 3.21 | - | - |
Communication Services | 1.91 | 1.11 | 1.11 |
Real Estate | 1.51 | - | - |
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