SBI Long Term Equity Fund vs HSBC ELSS Tax saver 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) ₹25732 Cr ₹4259 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 01 Jan 2013
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 70%
Expense Ratio 1.61 1.91
Manager Dinesh Balachandran Gautam Bhupal
ISIN Code INF200K01495 INF677K01064
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Month -6.05% -6.02%
6 Month 6% 8.5%
1 Year 39.47% 35.92%
3 Year 21.96% 16.53%
5 Year 23.72% 18.61%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth HSBC ELSS Tax saver Fund - Regular Growth
6 Month - -
1 Year 25.6% 30.18%
3 Year 32.61% 27.46%
5 Year 29.34% 23.79%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation 13.09% 12.97%
Sharp 1.16% 1.02%
Beta 0.99% 0.93%
Alpha 7.42% 1.15%

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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 11 2.78
Large Cap 52.27 51.84
Small Cap 14.68 22.85
Mid Cap 22.05 22.53

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 9.03 0.76
Automobile 7.87 6.11
Energy 15.89 7.84
Technology 5.41 7.59
Materials 2.39 1.25
Construction 1.76 9.39
Metals & Mining 5.52 3.9
Financial 20.96 22.44
Healthcare 7.61 4.62
Insurance 3 -
Consumer Staples 2.64 2.67
Services 3.69 5.57
Capital Goods 9 19.87
Consumer Discretionary 0.58 5.74
Communication 3.2 1.62
Chemicals 1.45 0.63

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