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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 | 3.48% | 1.3% |
| 6 Month | 1.12% | -3.36% |
| 1 Year | 14.81% | 9.04% |
| 3 Year | 22.5% | 23.92% |
| 5 Year | 28.84% | 29.82% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 3.07% | -0.77% |
| 1 Year | 3.96% | -5.15% |
| 3 Year | 22.35% | 23.15% |
| 5 Year | 23.27% | 23.49% |
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% | 1.03% |
| Beta | 0.848% | 0.95% |
| Alpha | 7.78% | 8.29% |
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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 | 13.13 |
| Large Cap | 75.98 | 58.86 |
| Mid Cap | 6.34 | 18.76 |
| Small Cap | 10.42 | 9.25 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 6.95 | 13.06 |
| Communication Services | 5.85 | 3.4 |
| Energy | 0.59 | 7.8 |
| Technology | 6.67 | 9.22 |
| Basic Materials | 5.51 | 7.96 |
| Industrials | 5.95 | 7.96 |
| Financial Services | 40.82 | 25.67 |
| Healthcare | 10.74 | 7.68 |
| Consumer Cyclical | 13.5 | 8.19 |
| Utilities | 1.27 | 4.36 |
| Real Estate | 1.15 | 0.78 |
| Consumer Defensive | 1.02 | 3.92 |
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