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

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon 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 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 1.72% 2.61%
6 Month -5.97% -6.99%
1 Year 10.07% 13.06%
3 Year 23.12% 17.05%
5 Year 29.73% 24.46%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth HSBC ELSS Tax saver Fund - Regular Growth
6 Month -0.77% -2.1%
1 Year -5.15% -6.39%
3 Year 23.15% 18.67%
5 Year 23.49% 18.11%

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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