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

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SBI Long Term Equity 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 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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
1 Month	4.4%	6.86%
6 Month	-7.38%	-9.45%
1 Year	8.3%	11.34%
3 Year	22.35%	16.04%
5 Year	28.67%	23.51%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	HSBC ELSS Tax saver Fund - Regular Growth
6 Month	-4.37%	-6.04%
1 Year	-11.28%	-13.84%
3 Year	20.55%	15.4%
5 Year	21.87%	16.07%

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%

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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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

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

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