SBI Long Term Equity Fund vs HSBC ELSS Tax saver Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
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 | 5.03% | 6% |
6 Month | 2.65% | 1.84% |
1 Year | 9.31% | 10.81% |
3 Year | 28.93% | 23.58% |
5 Year | 31.01% | 26.01% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 5.21% | 5.56% |
1 Year | 4.1% | 4.49% |
3 Year | 25.26% | 21.58% |
5 Year | 24.39% | 19.45% |
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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