HSBC ELSS Tax saver Fund vs SBI Long Term Equity Fund compare

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SBI Long Term Equity Fund - Regular Plan- Growth

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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	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Fund	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹27306 Cr	₹3977 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	31 Mar 1993	27 Feb 2006
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	15%	70%
Expense Ratio	1.6	1.89
Manager	Dinesh Balachandran	Gautam Bhupal
ISIN Code	INF200K01495	INF677K01064
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
1 Month	3.02%	3.57%
6 Month	-1.83%	-5.37%
1 Year	4.39%	5.78%
3 Year	28.85%	24.23%
5 Year	28.61%	23.64%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	6.72%	8.78%
1 Year	5.34%	6.72%
3 Year	23.97%	21.05%
5 Year	23.62%	19.12%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	10.42%	13.62%
3 Year	13.24%	14.24%
5 Year	13.27%	13.28%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	13.09%	15.421%
Sharp	1.36%	0.548%
Beta	0.94%	0.99%
Alpha	7.65%	2.056%

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Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Name	Dinesh Balachandran	Gautam Bhupal
Total AUM	₹69808 Cr	₹25949 Cr
Funds Managed	4	13
	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Others	9.14	2.39
Large Cap	61.53	48.17
Small Cap	11.28	26.02
Mid Cap	18.05	23.42

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Others	9.14	0.62
Petroleum Products	7.08	-
IT - Software	9.75	-
Retailing	2.39	-
Cement & Cement Products	2.02	-
Construction	0.35	-
Non - Ferrous Metals	1.08	-
Banks	22.62	-
Pharmaceuticals & Biotechnology	5.72	-
Healthcare Services	0.98	-
Ferrous Metals	3.05	-
Insurance	2.15	-
Industrial Products	5.54	-
Automobiles	4.39	-
Personal Products	0.88	-
Finance	2.54	-
Capital Markets	1.56	-
Gas	3.01	-
Transport Services	0.65	-
Diversified FMCG	3.2	-
Electrical Equipment	0.72	-
Oil	1.46	-
Consumer Durables	1.01	-
Telecom - Services	2	-
Chemicals & Petrochemicals	0.54	-
Fertilizers & Agrochemicals	0.71	-
Beverages	0.92	-
Leisure Services	0.75	-
Realty	0.76	-
Power	3.03	-
Energy	-	4.19
Industrials	-	18.01
Technology	-	12.24
Consumer Defensive	-	3.2
Consumer Cyclical	-	19.36
Healthcare	-	5.83
Financial Services	-	23.48
Basic Materials	-	6.44
Utilities	-	3.21
Communication Services	-	1.91
Real Estate	-	1.51