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SBI Long Term Equity Fund vs HSBC ELSS Tax saver 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) | ₹30420 Cr | ₹4088 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 | 3.35% | 2.97% |
| 6 Month | 7.36% | 11.67% |
| 1 Year | 3.88% | 5.25% |
| 3 Year | 23.47% | 19.65% |
| 5 Year | 25.54% | 20.55% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.19% | 3.78% |
| 1 Year | 12.08% | 14.71% |
| 3 Year | 19.54% | 18.78% |
| 5 Year | 20.94% | 17.65% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.07% | 13.09% |
| 3 Year | 13.66% | 14.4% |
| 5 Year | 13.41% | 13.43% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.09% | 14.03% |
| Sharp | 1.28% | 0.88% |
| Beta | 0.96% | 0.98% |
| Alpha | 6.79% | 3.06% |
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 | 8.27 | 3.17 |
| Large Cap | 60.68 | 46.94 |
| Small Cap | 12.81 | 26.6 |
| Mid Cap | 18.24 | 23.29 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 6.48 | 0.9 |
| Energy | 8.88 | 4.2 |
| Technology | 7.25 | 13.04 |
| Consumer Cyclical | 10.25 | 21.93 |
| Basic Materials | 10.8 | 5.96 |
| Industrials | 7.51 | 15.66 |
| Financial Services | 28.72 | 23.46 |
| Healthcare | 7.32 | 5.08 |
| Consumer Defensive | 4.32 | 3.05 |
| Utilities | 4.26 | 3.12 |
| Communication Services | 3.17 | 2.15 |
| Real Estate | 1.04 | 1.44 |
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