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) | ₹30616 Cr | ₹4251 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 | -3.18% | -3.16% |
6 Month | 3.96% | 5.76% |
1 Year | -3.49% | -0.34% |
3 Year | 24.38% | 19.95% |
5 Year | 25.51% | 21.48% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 4.38% | 6.39% |
1 Year | 5.49% | 7.24% |
3 Year | 22.87% | 20.34% |
5 Year | 23.11% | 18.84% |
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% | 14.68% |
Sharp | 1.58% | 1.20% |
Beta | 0.94% | 0.96% |
Alpha | 7.03% | 4.60% |
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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 | 8.95 | 3.61 |
Large Cap | 62.6 | 47.17 |
Small Cap | 11.16 | 26.11 |
Mid Cap | 17.29 | 23.11 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 6.12 | 1.19 |
Energy | 9.52 | 4.37 |
Technology | 9.8 | 10.93 |
Consumer Cyclical | 8.7 | 20.22 |
Basic Materials | 9.58 | 5.83 |
Industrials | 8.15 | 17.01 |
Financial Services | 28.38 | 25.06 |
Healthcare | 7.37 | 5.18 |
Consumer Defensive | 4.46 | 3.24 |
Utilities | 4.84 | 3.29 |
Communication Services | 2.01 | 2.21 |
Real Estate | 1.06 | 1.48 |
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