Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

Invest Now

tortoise-icon SBI ELSS Tax Saver Fund - Regular Plan- Growth

Invest Now

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 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) ₹16579 Cr ₹30271 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 1.57% -1.52%
6 Month 11.97% 8.96%
1 Year 6.38% -0.97%
3 Year 22.01% 23.97%
5 Year 24.81% 24.77%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month 3.37% 2.1%
1 Year 8.32% 2.45%
3 Year 19.77% 20.18%
5 Year 21.14% 21.39%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Year 17.03% 10.2%
3 Year 15.38% 13.51%
5 Year 15.1% 13.34%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan SBI ELSS Tax Saver Fund - Regular Plan- Growth
Standard Deviation 11.55% 13.09%
Sharp 1.29% 1.35%
Beta 0.86% 0.95%
Alpha 6.92% 7.18%

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 6.64 7.8
Large Cap 77.83 61.91
Small Cap 11.09 12.03
Mid Cap 4.44 18.26

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Others 6.07 6.26
Communication Services 4.55 1.94
Energy 1.19 9.03
Technology 5.21 7.83
Industrials 5.69 8.45
Basic Materials 6 10.03
Financial Services 42.46 29.46
Healthcare 9.73 7.59
Consumer Cyclical 16.05 9.31
Utilities 1.76 4.47
Real Estate 0.49 1.1
Consumer Defensive 0.81 4.53

Top Comparisons

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.07%

VS

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns5.73%

Compare Now

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

3Y Returns23.02%

VS

Quant Healthcare Fund Regular - Growth Quant Healthcare Fund Regular - Growth

3Y Returns0%

Compare Now

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns19.5%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns10.2%

VS

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns6.88%

Compare Now
Add to Cart Successfully