SBI Long Term Equity Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
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 | 2.13% | 3.4% |
6 Month | 5.89% | 2.85% |
1 Year | 13.03% | 8.21% |
3 Year | 25.22% | 27.91% |
5 Year | 29.69% | 30.35% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | 7.31% | 5.21% |
1 Year | 11.23% | 4.1% |
3 Year | 23.9% | 25.26% |
5 Year | 23.79% | 24.39% |
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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