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	5.68%	6.21%
6 Month	-4.81%	-7.29%
1 Year	8.44%	9.25%
3 Year	25.3%	19.45%
5 Year	29.06%	23.42%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	-0.1%	-1.91%
1 Year	-5.39%	-8.6%
3 Year	21.67%	16.63%
5 Year	22.36%	16.65%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	10.61%	14.01%
3 Year	12.89%	14.15%
5 Year	13.14%	13.19%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	13.09%	15.421%
Sharp	1.17%	0.548%
Beta	0.94%	0.99%
Alpha	7.87%	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	9.01	2.39
Large Cap	61.32	48.17
Small Cap	11.41	26.02
Mid Cap	18.26	23.42

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Others	9.01	0.62
Petroleum Products	6.58	-
IT - Software	10.28	-
Retailing	2.32	-
Cement & Cement Products	2.17	-
Construction	0.38	-
Non - Ferrous Metals	1.22	-
Banks	21.9	-
Pharmaceuticals & Biotechnology	5.42	-
Healthcare Services	1.03	-
Ferrous Metals	3.21	-
Insurance	2.09	-
Industrial Products	6.06	-
Automobiles	4.36	-
Personal Products	0.84	-
Finance	2.69	-
Capital Markets	1.47	-
Gas	2.96	-
Transport Services	0.56	-
Diversified FMCG	2.13	-
Electrical Equipment	0.73	-
Oil	1.51	-
Consumer Durables	1.06	-
Telecom - Services	3.48	-
Chemicals & Petrochemicals	0.58	-
Fertilizers & Agrochemicals	0.67	-
Beverages	0.88	-
Leisure Services	0.72	-
Realty	0.68	-
Power	3.01	-
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