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

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HDFC ELSS Tax saver Fund - Growth Plan

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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 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

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%

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%

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%

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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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

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

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