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HDFC ELSS Tax saver Fund vs SBI Long Term Equity Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹16525 Cr | ₹30420 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 | 1.59 |
| 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 ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | 0.5% | -0.36% |
| 6 Month | 12.37% | 10.36% |
| 1 Year | 3.78% | -2.32% |
| 3 Year | 22.75% | 24.78% |
| 5 Year | 25.19% | 24.61% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.88% | 1.11% |
| 1 Year | 15.07% | 8.38% |
| 3 Year | 19.91% | 19.19% |
| 5 Year | 20.91% | 20.73% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 16.69% | 10.07% |
| 3 Year | 15.49% | 13.66% |
| 5 Year | 15.17% | 13.41% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.34% | 13.09% |
| Sharp | 1.25% | 1.28% |
| Beta | 0.86% | 0.96% |
| Alpha | 6.51% | 6.79% |
Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 7.15 | 7.94 |
| Large Cap | 77.84 | 61.47 |
| Small Cap | 11.01 | 12.51 |
| Mid Cap | 4 | 18.08 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 6.56 | 5.81 |
| Communication Services | 4.51 | 2.99 |
| Energy | 1.15 | 8.8 |
| Technology | 5.18 | 8.02 |
| Industrials | 5.72 | 7.77 |
| Basic Materials | 5.76 | 10.65 |
| Financial Services | 41.13 | 28.34 |
| Healthcare | 10.02 | 7.71 |
| Consumer Cyclical | 17.51 | 10.07 |
| Utilities | 1.67 | 4.28 |
| Real Estate | 0 | 1.05 |
| Consumer Defensive | 0.79 | 4.51 |
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