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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% | -2.76% |
| 6 Month | -10.71% | -13.11% |
| 1 Year | 5.7% | 8.14% |
| 3 Year | 23.39% | 15.51% |
| 5 Year | 25.45% | 18.76% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | -7.7% | -10.83% |
| 1 Year | -11.82% | -16.96% |
| 3 Year | 21.28% | 14.6% |
| 5 Year | 22.71% | 16.11% |
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 | 1.05% | 0.548% |
| Beta | 0.96% | 0.99% |
| Alpha | 8.59% | 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 |
| Fund Manage | 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 | 9.83866 | 2.38973 |
| Large Cap | 59.98064 | 48.16795 |
| Small Cap | 10.20202 | 26.01954 |
| Mid Cap | 19.97863 | 23.42272 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 9.76154 | 0.62413 |
| Energy | 8.03366 | 4.18515 |
| Technology | 10.54461 | 12.23886 |
| Consumer Cyclical | 8.83256 | 19.36483 |
| Basic Materials | 7.39798 | 6.4389 |
| Industrials | 9.84964 | 18.01257 |
| Financial Services | 25.04649 | 23.47863 |
| Healthcare | 7.38488 | 5.82976 |
| Consumer Defensive | 4.14215 | 3.203 |
| Utilities | 4.72567 | 3.2054 |
| Communication Services | 3.31363 | 1.90949 |
| Real Estate | 0.96714 | 1.50922 |
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