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HSBC ELSS Tax saver Fund vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹31783 Cr | ₹4215 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 | 1.59 | 1.89 |
| Manager | Dinesh Balachandran | Gautam Bhupal |
| ISIN Code | INF200K01495 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.58% | -1.66% |
| 6 Month | 1.93% | -0.32% |
| 1 Year | 0.98% | -3.74% |
| 3 Year | 21.8% | 17.91% |
| 5 Year | 22.08% | 17.03% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.89% | 0.94% |
| 1 Year | 12.99% | 10.97% |
| 3 Year | 18.42% | 16.2% |
| 5 Year | 20.29% | 16.22% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.13% | 12.95% |
| 3 Year | 15.81% | 14.55% |
| 5 Year | 13.89% | 13.58% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.09% | 14.06% |
| Sharp | 1.21% | 0.85% |
| Beta | 0.95% | 0.99% |
| Alpha | 6.3% | 3.41% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 8.9 | 4.26 |
| Large Cap | 60.04 | 47.07 |
| Small Cap | 13.18 | 25.75 |
| Mid Cap | 17.88 | 22.92 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 7.17 | 1.65 |
| Energy | 9.1 | 4.42 |
| Technology | 7.13 | 13.32 |
| Consumer Cyclical | 10.15 | 20.73 |
| Basic Materials | 10.67 | 5.55 |
| Industrials | 7.41 | 15.47 |
| Financial Services | 28.81 | 24.01 |
| Healthcare | 6.54 | 5.08 |
| Consumer Defensive | 4.23 | 2.94 |
| Utilities | 4.3 | 3.01 |
| Communication Services | 3.4 | 2.28 |
| Real Estate | 1.09 | 1.55 |
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