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

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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