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

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
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 5.2% 5.07%
6 Month -8.63% -11.18%
1 Year 10.2% 8.03%
3 Year 20.04% 22.35%
5 Year 30.34% 31.81%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan SBI Long Term Equity Fund - Regular Plan- Growth
6 Month -1.2% -3.66%
1 Year -1.11% -6.43%
3 Year 21.19% 23.63%
5 Year 22.85% 24.02%

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 12.311% 13.09%
Sharp 1.077% 1.05%
Beta 0.848% 0.96%
Alpha 7.78% 8.59%

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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
Funds Managed 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 7.25 9.84
Large Cap 75.98 59.98
Mid Cap 6.34 19.98
Small Cap 10.42 10.2

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

SBI Long Term Equity Fund - Regular Plan- Growth

Others 6.95 9.76
Communication Services 5.85 3.31
Energy 0.59 8.03
Technology 6.67 10.54
Basic Materials 5.51 7.4
Industrials 5.95 9.85
Financial Services 40.82 25.05
Healthcare 10.74 7.38
Consumer Cyclical 13.5 8.83
Utilities 1.27 4.73
Real Estate 1.15 0.97
Consumer Defensive 1.02 4.14

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