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

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon 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 Very High
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

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan SBI Long Term Equity Fund - Regular Plan- Growth
1 Month 7.24% 6.44%
6 Month 4.76% 0.36%
1 Year 15.54% 10.49%
3 Year 26.05% 27.83%
5 Year 28.71% 29.27%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan SBI Long Term Equity Fund - Regular Plan- Growth
6 Month 2.91% -0.1%
1 Year 2.32% -5.39%
3 Year 20.74% 21.67%
5 Year 22.03% 22.36%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation 12.311% 13.09%
Sharp 1.077% 1.17%
Beta 0.848% 0.94%
Alpha 7.78% 7.87%

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Fund Managers

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
Funds Managed 40 4
HDFC ELSS Tax saver Fund - Growth Plan SBI Long Term Equity Fund - Regular Plan- Growth

Market Cap

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

SBI Long Term Equity Fund - Regular Plan- Growth

Others 7.25 9.01
Large Cap 75.98 61.32
Mid Cap 6.34 18.26
Small Cap 10.42 11.41

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

SBI Long Term Equity Fund - Regular Plan- Growth

Others 6.95 9.01
Communication Services 5.85 -
Energy 0.59 -
Technology 6.67 -
Basic Materials 5.51 -
Industrials 5.95 -
Financial Services 40.82 -
Healthcare 10.74 -
Consumer Cyclical 13.5 -
Utilities 1.27 -
Real Estate 1.15 -
Consumer Defensive 1.02 -
Petroleum Products - 6.58
IT - Software - 10.28
Retailing - 2.32
Cement & Cement Products - 2.17
Construction - 0.38
Non - Ferrous Metals - 1.22
Banks - 21.9
Pharmaceuticals & Biotechnology - 5.42
Healthcare Services - 1.03
Ferrous Metals - 3.21
Insurance - 2.09
Industrial Products - 6.06
Automobiles - 4.36
Personal Products - 0.84
Finance - 2.69
Capital Markets - 1.47
Gas - 2.96
Transport Services - 0.56
Diversified FMCG - 2.13
Electrical Equipment - 0.73
Oil - 1.51
Consumer Durables - 1.06
Telecom - Services - 3.48
Chemicals & Petrochemicals - 0.58
Fertilizers & Agrochemicals - 0.67
Beverages - 0.88
Leisure Services - 0.72
Realty - 0.68
Power - 3.01

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