HSBC ELSS Tax saver Fund vs SBI Long Term Equity 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 | 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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