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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 | 2.26% | 1.51% |
| 6 Month | -3.25% | -5.22% |
| 1 Year | 7.13% | 7.67% |
| 3 Year | 24.22% | 17.42% |
| 5 Year | 28.32% | 22.63% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.66% | -0.81% |
| 1 Year | -3.7% | -6.04% |
| 3 Year | 23.74% | 18.77% |
| 5 Year | 23.76% | 18.1% |
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 | 1.03% | 0.548% |
| Beta | 0.95% | 0.99% |
| Alpha | 8.29% | 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 | 13.13 | 2.39 |
| Large Cap | 58.86 | 48.17 |
| Small Cap | 9.25 | 26.02 |
| Mid Cap | 18.76 | 23.42 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 13.06 | 0.62 |
| Energy | 7.8 | 4.19 |
| Technology | 9.22 | 12.24 |
| Consumer Cyclical | 8.19 | 19.36 |
| Basic Materials | 7.96 | 6.44 |
| Industrials | 7.96 | 18.01 |
| Financial Services | 25.67 | 23.48 |
| Healthcare | 7.68 | 5.83 |
| Consumer Defensive | 3.92 | 3.2 |
| Utilities | 4.36 | 3.21 |
| Communication Services | 3.4 | 1.91 |
| Real Estate | 0.78 | 1.51 |
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