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) ₹4552 Cr ₹4259 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 13 Oct 2014 01 Jan 2013
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 70%
Expense Ratio 1.81 1.91
Manager Sailesh Jain Gautam Bhupal
ISIN Code INF277K01I52 INF677K01064
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan HSBC ELSS Tax saver Fund - Regular Growth
1 Month 2.55% 2.92%
6 Month 20.97% 26.88%
1 Year 36.67% 50.9%
3 Year 19.99% 21.03%
5 Year 20.85% 21.78%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan HSBC ELSS Tax saver Fund - Regular Growth
6 Month - -
1 Year 14.48% 21.52%
3 Year 34.65% 44.16%
5 Year 67.29% 75.85%

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan HSBC ELSS Tax saver Fund - Regular Growth
1 Year 21% 22.33%
3 Year 53.22% 56.95%
5 Year 76.33% 86.36%

Risk Management

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation 12.5% 12.97%
Sharp 1.01% 1.02%
Beta 0.96% 0.93%
Alpha 0.31% 1.15%

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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 2.77 2.78
Large Cap 59.14 51.84
Small Cap 24.53 22.85
Mid Cap 13.56 22.53

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

HSBC ELSS Tax saver Fund - Regular Growth

Others 2.54 0.76
Communication 3.3 1.62
Energy 8.18 7.84
Technology 7.33 7.59
Healthcare 4.5 4.62
Automobile 10.21 6.11
Consumer Staples 2.74 2.67
Construction 6.73 9.39
Financial 28.11 22.44
Metals & Mining 2.8 3.9
Materials 5.07 1.25
Services 5.23 5.57
Capital Goods 7.31 19.87
Insurance 2.4 -
Chemicals 1.96 0.63
Consumer Discretionary 1.59 5.74

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