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

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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 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 6% 6.84%
6 Month -13.29% -12.75%
1 Year 7.01% 10.2%
3 Year 12.52% 14.99%
5 Year 24.83% 26.13%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan HSBC ELSS Tax saver Fund - Regular Growth
6 Month -5.35% -6.16%
1 Year -8.18% -8.57%
3 Year 13.89% 18.36%
5 Year 16.29% 18.23%

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 14.429% 15.421%
Sharp 0.451% 0.548%
Beta 0.972% 0.99%
Alpha 0.237% 2.056%

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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
Funds Managed 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 5.12 2.39
Large Cap 60.14 48.17
Small Cap 24.69 26.02
Mid Cap 10.05 23.42

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

HSBC ELSS Tax saver Fund - Regular Growth

Others 4.54 0.62
Communication Services 3.74 1.91
Energy 5.19 4.19
Technology 7.95 12.24
Basic Materials 7.21 6.44
Consumer Cyclical 16.2 19.36
Industrials 13.81 18.01
Financial Services 31.02 23.48
Healthcare 3.54 5.83
Real Estate 2.78 1.51
Utilities 2.54 3.21
Consumer Defensive 1.49 3.2

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