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SBI Long Term Equity Fund vs HDFC ELSS Tax saver 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 | 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 | 6.01% | 5.65% |
| 6 Month | -7.92% | -10.68% |
| 1 Year | 10.91% | 7.99% |
| 3 Year | 20.33% | 22.56% |
| 5 Year | 30.52% | 31.94% |
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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