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

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

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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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 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	1.85%	3.28%
6 Month	11.92%	17.82%
1 Year	-2.59%	-0.88%
3 Year	22.95%	18.7%
5 Year	24.84%	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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