- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Long Term Equity Fund vs HDFC ELSS Tax saver 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) | ₹17163 Cr | ₹32609 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 | -2.18% | -3.04% |
| 6 Month | 0.34% | -1.83% |
| 1 Year | 10.85% | 5.98% |
| 3 Year | 19.86% | 22.06% |
| 5 Year | 19.81% | 19.46% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -0.1% | 0.82% |
| 1 Year | 8.41% | 8.29% |
| 3 Year | 15.94% | 15.9% |
| 5 Year | 18.52% | 19.06% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 16.37% | 11.03% |
| 3 Year | 16.42% | 15.97% |
| 5 Year | 15.85% | 13.96% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.39% | 13.09% |
| Sharp | 1.31% | 1.31% |
| Beta | 0.82% | 0.95% |
| Alpha | 5.38% | 6.49% |
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 | 3.1 | 10.79 |
| Large Cap | 82.26 | 58.85 |
| Small Cap | 9.23 | 11.91 |
| Mid Cap | 5.41 | 18.44 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 2.01 | 7.94 |
| Communication Services | 4.55 | 3.33 |
| Energy | 3.22 | 9.2 |
| Technology | 7.12 | 7.43 |
| Industrials | 5.4 | 6.13 |
| Basic Materials | 4.93 | 10.16 |
| Financial Services | 43.7 | 29.37 |
| Healthcare | 7.39 | 6.54 |
| Consumer Cyclical | 16.35 | 10.72 |
| Consumer Defensive | 3.78 | 4 |
| Utilities | 1.54 | 4.09 |
| Real Estate | - | 1.09 |
Top Comparisons
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns20.99%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.11%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns6.65%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.74%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.01%
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns7.01%
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns14.21%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
