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
| 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) | ₹15678 Cr | ₹25732 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 05 Mar 1996 | 31 Mar 1993 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 36.4% | 15% |
| Expense Ratio | 1.73 | 1.61 |
| Manager | Dhruv Muchhal | Dinesh Balachandran |
| ISIN Code | INF179K01BB8 | INF200K01495 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | 1.2% | -0.64% |
| 6 Month | 19.01% | 18.11% |
| 1 Year | 47.09% | 51.9% |
| 3 Year | 25.91% | 24.67% |
| 5 Year | 23.51% | 26.83% |
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 20.44% | 24.14% |
| 3 Year | 51.61% | 61.1% |
| 5 Year | 94.31% | 108.17% |
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 24.54% | 27.83% |
| 3 Year | 69.28% | 76.83% |
| 5 Year | 101.07% | 116.62% |
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.39% | 13.09% |
| Sharp | 1.57% | 1.39% |
| Beta | 0.85% | 0.96% |
| Alpha | 6.77% | 9.53% |
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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 | 8.08 | 11 |
| Large Cap | 77.32 | 52.27 |
| Small Cap | 7.54 | 14.68 |
| Mid Cap | 7.06 | 22.05 |
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 7.82 | 9.03 |
| Telecom - Services | 5.14 | - |
| Petroleum Products | 0.2 | - |
| IT - Software | 10.43 | - |
| Construction | 1.02 | 1.76 |
| Banks | 36.46 | - |
| Agricultural, Commercial & Construction Vehicles | 1.32 | - |
| Pharmaceuticals & Biotechnology | 7.77 | - |
| Automobiles | 6.42 | - |
| Aerospace & Defense | 2.35 | - |
| Ferrous Metals | 0.78 | - |
| Healthcare Services | 4.59 | - |
| Insurance | 4.98 | 3 |
| IT - Services | 0.64 | - |
| Transport Services | 0.26 | - |
| Consumer Durables | 1.79 | - |
| Oil | 0.79 | - |
| Entertainment | 0.39 | - |
| Auto Components | 0.17 | - |
| Retailing | 0.96 | - |
| Power | 1.96 | - |
| Realty | 2.29 | - |
| Beverages | 0.9 | - |
| Commercial Services & Supplies | 0.57 | - |
| Automobile | - | 7.87 |
| Energy | - | 15.89 |
| Technology | - | 5.41 |
| Materials | - | 2.39 |
| Metals & Mining | - | 5.52 |
| Financial | - | 20.96 |
| Healthcare | - | 7.61 |
| Consumer Staples | - | 2.64 |
| Services | - | 3.69 |
| Capital Goods | - | 9 |
| Consumer Discretionary | - | 0.58 |
| Communication | - | 3.2 |
| Chemicals | - | 1.45 |
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