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HDFC ELSS Tax saver Fund vs SBI Long Term Equity Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹15413 Cr | ₹27306 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 31 Mar 1993 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 36.4% | 15% |
| Expense Ratio | 1.7 | 1.6 |
| Manager | Dhruv Muchhal | Dinesh Balachandran |
| ISIN Code | INF179K01BB8 | INF200K01495 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | -1.05% | -2.83% |
| 6 Month | -6.39% | -9.78% |
| 1 Year | 9.44% | 9.07% |
| 3 Year | 20.9% | 22.84% |
| 5 Year | 19.97% | 22.19% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.17% | -5.09% |
| 3 Year | 20.36% | 23.58% |
| 5 Year | 22.84% | 24.47% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 17.75% | 10.61% |
| 3 Year | 15.14% | 12.89% |
| 5 Year | 14.93% | 13.14% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 12.292% | 13.09% |
| Sharp | 1.092% | 1.04% |
| Beta | 0.873% | 0.99% |
| Alpha | 6.589% | 7.2% |
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Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Name | Dhruv Muchhal | Dinesh Balachandran |
| Total AUM | ₹520687 Cr | ₹69808 Cr |
| Fund Manage | 40 | 4 |
| HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 7.59 | 9.1 |
| Large Cap | 77.22 | 55.87 |
| Mid Cap | 5.65 | 22.94 |
| Small Cap | 9.54 | 12.09 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 7.59 | 9.1 |
| Telecom - Services | 5.35 | 3.26 |
| Petroleum Products | 0.17 | 5.48 |
| IT - Software | 8.25 | 9.4 |
| Cement & Cement Products | 1.56 | 2.07 |
| Construction | 1.02 | 0.9 |
| Banks | 36.8 | 18.98 |
| Agricultural, Commercial & Construction Vehicles | 1.18 | - |
| Pharmaceuticals & Biotechnology | 7.45 | 5.31 |
| Automobiles | 8.99 | 4.91 |
| Aerospace & Defense | 1.47 | - |
| Ferrous Metals | 1.12 | 2.8 |
| Healthcare Services | 4.39 | 1.6 |
| Insurance | 5.76 | 2.65 |
| IT - Services | 0.55 | - |
| Transport Services | 0.22 | 0.78 |
| Consumer Durables | 1.95 | 0.88 |
| Oil | 0.42 | 1.64 |
| Entertainment | 0.31 | - |
| Fertilizers & Agrochemicals | 0.18 | 0.82 |
| Auto Components | 0.15 | - |
| Retailing | 0.84 | 1.87 |
| Power | 1.31 | 3.25 |
| Realty | 1.44 | 1.13 |
| Beverages | 1 | 0.85 |
| Commercial Services & Supplies | 0.53 | - |
| Non - Ferrous Metals | - | 1.67 |
| Industrial Products | - | 6.34 |
| Personal Products | - | 0.93 |
| Finance | - | 3.01 |
| Capital Markets | - | 1.58 |
| Gas | - | 3.3 |
| Diversified FMCG | - | 2.56 |
| Electrical Equipment | - | 1.65 |
| Chemicals & Petrochemicals | - | 0.65 |
| Leisure Services | - | 0.63 |
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