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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) | ₹17194 Cr | ₹31783 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 | -0.32% | 0.94% |
| 6 Month | 5.61% | 4.69% |
| 1 Year | 9.97% | 5.63% |
| 3 Year | 20.49% | 23.06% |
| 5 Year | 23.66% | 23.45% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.98% | 3.43% |
| 1 Year | 15.61% | 13.56% |
| 3 Year | 19.18% | 19.32% |
| 5 Year | 20.45% | 20.93% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 16.59% | 11.15% |
| 3 Year | 16.34% | 15.79% |
| 5 Year | 15.73% | 13.89% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.22% | 13.09% |
| Sharp | 1.21% | 1.25% |
| Beta | 0.83% | 0.95% |
| Alpha | 5.77% | 6.23% |
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 | 5.97 | 8.9 |
| Large Cap | 78.91 | 60.04 |
| Small Cap | 10.97 | 13.18 |
| Mid Cap | 4.14 | 17.88 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 5.42 | 7.17 |
| Communication Services | 4.65 | 3.4 |
| Energy | 1.21 | 9.1 |
| Technology | 5.12 | 7.13 |
| Industrials | 5.64 | 7.41 |
| Basic Materials | 6.09 | 10.67 |
| Financial Services | 42.42 | 28.81 |
| Healthcare | 9.88 | 6.54 |
| Consumer Cyclical | 17.06 | 10.15 |
| Utilities | 1.68 | 4.3 |
| Consumer Defensive | 0.83 | 4.23 |
| Real Estate | - | 1.09 |
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