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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) | ₹29937 Cr | ₹4021 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 | 2.46% | 4.04% |
| 6 Month | 12.58% | 18.69% |
| 1 Year | -2.17% | -0.23% |
| 3 Year | 24.07% | 19.89% |
| 5 Year | 24.82% | 20.38% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.9% | 4.43% |
| 1 Year | 8.07% | 11.31% |
| 3 Year | 20.51% | 19.31% |
| 5 Year | 21.45% | 17.89% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.2% | 13.26% |
| 3 Year | 13.51% | 14.33% |
| 5 Year | 13.34% | 13.37% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.09% | 14.15% |
| Sharp | 1.18% | 0.79% |
| Beta | 0.96% | 0.96% |
| Alpha | 6.98% | 4.23% |
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 | 7.8 | 3.03 |
| Large Cap | 61.91 | 47.12 |
| Small Cap | 12.03 | 26.66 |
| Mid Cap | 18.26 | 23.19 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 6.26 | 1.06 |
| Energy | 9.03 | 4.21 |
| Technology | 7.83 | 10.45 |
| Consumer Cyclical | 9.31 | 21.11 |
| Basic Materials | 10.03 | 5.85 |
| Industrials | 8.45 | 17.07 |
| Financial Services | 29.46 | 24.72 |
| Healthcare | 7.59 | 5.43 |
| Consumer Defensive | 4.53 | 3.4 |
| Utilities | 4.47 | 3.04 |
| Communication Services | 1.94 | 2.16 |
| Real Estate | 1.1 | 1.5 |
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