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

SBI Long Term Equity Fund - Regular Plan- Growth

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HSBC ELSS Tax saver Fund - Regular Growth

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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)	₹27559 Cr	₹4253 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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
1 Month	-3.02%	-7.59%
6 Month	-7.14%	-6.12%
1 Year	17.3%	18.96%
3 Year	22.56%	16.37%
5 Year	23.01%	17.45%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	-	-
1 Year	7.02%	18.83%
3 Year	28.65%	27.1%
5 Year	27.34%	23.79%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
1 Year	10.31%	13.57%
3 Year	12.57%	14.07%
5 Year	12.99%	13.1%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation	13.09%	12.97%
Sharp	1.13%	1.02%
Beta	0.99%	0.93%
Alpha	7.76%	1.15%

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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
Fund Manage	4	13
	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Others	9.1	1.69
Large Cap	55.87	49.86
Small Cap	12.09	28.06
Mid Cap	22.94	20.39

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
Others	9.1	1.69
Petroleum Products	5.48	2.86
IT - Software	9.4	8.94
Cement & Cement Products	2.07	0.72
Construction	0.9	4.35
Non - Ferrous Metals	1.67	-
Banks	18.98	14.31
Pharmaceuticals & Biotechnology	5.31	3.23
Healthcare Services	1.6	2.27
Ferrous Metals	2.8	1.94
Insurance	2.65	-
Industrial Products	6.34	2.69
Automobiles	4.91	2.81
Personal Products	0.93	0.88
Finance	3.01	6.22
Capital Markets	1.58	2.32
Gas	3.3	0.92
Transport Services	0.78	-
Diversified FMCG	2.56	-
Electrical Equipment	1.65	10.34
Oil	1.64	1.05
Consumer Durables	0.88	5.08
Retailing	1.87	4.92
Telecom - Services	3.26	1.77
Chemicals & Petrochemicals	0.65	1.6
Fertilizers & Agrochemicals	0.82	-
Beverages	0.85	-
Leisure Services	0.63	2.26
Realty	1.13	2.26
Power	3.25	2.47
Food Products	-	1.12
Auto Components	-	3.58
Agricultural, Commercial & Construction Vehicles	-	0.61
Aerospace & Defense	-	2.3
Agricultural Food & other Products	-	1.34
Household Products	-	0.47
Industrial Manufacturing	-	1.59
Textiles & Apparels	-	1.09