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

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HDFC ELSS Tax saver Fund - Growth Plan

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SBI ELSS Tax Saver 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 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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Month	1.16%	0.22%
6 Month	10.3%	8.77%
1 Year	4.27%	-1.79%
3 Year	22.9%	24.99%
5 Year	25.89%	25.28%

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%

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%

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%

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

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

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