Compare Axis ELSS Tax Saver Direct Plan Growth vs HSBC ELSS Tax Saver Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Axis ELSS Tax Saver Direct Plan GrowthEquity
ELSS
1.0
HSBC ELSS Tax Saver Fund Direct GrowthEquity
ELSS
3.0
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Axis ELSS Tax Saver Direct Plan Growth

(5.1%)

HSBC ELSS Tax Saver Fund Direct Growth

(4.0%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
-
Expense Ratio
0.80%
1.13%
-
NAV
₹108.7 (11-Jul-2025)
₹147.5 (11-Jul-2025)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹36,258Cr
₹4,251Cr
-
Exit Load
Nil
Nil
-

Returns

1Y
5.1%
4.0%
-
3Y
17.1%
24.7%
-
5Y
17.6%
23.7%
-

Pros & Cons

Pros
1.Exit load is zero2.Lower expense ratio: 0.8%3.1Y annualised returns higher than category average by 3.71%
1.Exit load is zero2.Lower expense ratio: 1.13%3.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y4.Higher alpha: 3.88 
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 
-

Cons
1.3Y, 5Y and 10Y annualised returns lower than category average2.Lock-in period: 3Y3.Low rating: 1
1.Lock-in period: 3Y
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Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.4%
ICICI Bank Ltd.
5.9%
Bajaj Finance Ltd.
4.2%
Bharti Airtel Ltd.
4.1%
Tata Consultancy Services Ltd.
3.0%
Torrent Power Ltd.
3.0%
Infosys Ltd.
2.9%
Eternal Ltd.
2.3%
Mahindra & Mahindra Ltd.
2.3%
Pidilite Industries Ltd.
2.2%
Name
Assets
HDFC Bank Ltd.
5.5%
ICICI Bank Ltd.
4.0%
Reliance Industries Ltd.
3.3%
Infosys Ltd.
2.9%
Larsen & Toubro Ltd.
2.7%
Bharti Airtel Ltd.
2.1%
Shriram Finance Ltd
2.0%
State Bank of India
1.9%
Persistent Systems Ltd.
1.8%
Eternal Ltd.
1.8%
-

Fund Manager

Name
Shreyash Devalkar
Abhishek Gupta
-
Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
-
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.
-

About Fund

Description
Axis Mutual Fund started their mutual fund on  04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.
HSBC Mutual Fund started their mutual fund on 27/05/2002 and its managing total assets of Rs. 10,912 Cr. Its ranked at 23 as per total assets at end of 30th Sep 2017.
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Launch Date
04 Sep 2009
27 May 2002
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Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
Cams
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