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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 Risk Very High Risk
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 -5% -5.35%
6 Month -10.56% -10.82%
1 Year 6.72% 12.03%
3 Year 13.07% 15.84%
5 Year 15.27% 16.05%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan HSBC ELSS Tax saver Fund - Regular Growth
6 Month - -
1 Year -7.98% -6.83%
3 Year 12.88% 17.36%
5 Year 16.28% 18.22%

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 13.843% 14.547%
Sharp 0.555% 0.695%
Beta 0.966% 0.964%
Alpha 0.163% 2.596%

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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
Fund Manage 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 3.66 1.27
Large Cap 57.29 47.77
Small Cap 27.54 26.42
Mid Cap 11.51 24.54

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

HSBC ELSS Tax saver Fund - Regular Growth

Others 3.66 1.27
Telecom - Services 3.49 1.72
Petroleum Products 3.84 2.68
IT - Software 7.17 9.25
Pharmaceuticals & Biotechnology 4.62 3.53
Auto Components 8.63 3.61
Household Products 0.89 0.41
Construction 4.21 4.13
Finance 3.79 6.11
Minerals & Mining 1.77 -
Non - Ferrous Metals 1.32 -
Banks 21.81 13.82
Cement & Cement Products 2.9 1.04
Leisure Services 2.9 2.78
Capital Markets 1.44 2.55
Insurance 2.58 -
IT - Services 1.01 -
Chemicals & Petrochemicals 0.46 1.51
Automobiles 1.36 3.03
Entertainment 1.48 -
Consumer Durables 1.95 5.72
Realty 2.92 1.66
Gas 0.76 0.93
Aerospace & Defense 0.87 2.16
Industrial Products 3.87 2.64
Consumable Fuels 1.4 -
Fertilizers & Agrochemicals 1.44 -
Retailing 2.27 5.36
Power 3.01 2.33
Textiles & Apparels 0.41 1.33
Beverages 1.77 -
Electrical Equipment - 10.14
Food Products - 1.08
Personal Products - 0.84
Healthcare Services - 2.4
Agricultural Food & other Products - 1.21
Oil - 0.97
Ferrous Metals - 1.99
Industrial Manufacturing - 1.8

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