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) | ₹16454 Cr | ₹29667 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 Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Month | 2.94% | 2.97% |
6 Month | 7.76% | 4.24% |
1 Year | 8.95% | 5.63% |
3 Year | 26.9% | 29.79% |
5 Year | 27.1% | 28.2% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | 9.5% | 8.72% |
1 Year | 15.23% | 9.86% |
3 Year | 24.12% | 25.61% |
5 Year | 23.86% | 24.58% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Year | 17.4% | 10.42% |
3 Year | 15.3% | 13.24% |
5 Year | 15.03% | 13.27% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 12.39% | 13.09% |
Sharp | 1.29% | 1.36% |
Beta | 0.85% | 0.94% |
Alpha | 6.78% | 7.65% |
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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 | 9.14 |
Large Cap | 75.98 | 61.53 |
Mid Cap | 6.34 | 18.05 |
Small Cap | 10.42 | 11.28 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 6.95 | 9.14 |
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 | - | 7.08 |
IT - Software | - | 9.75 |
Retailing | - | 2.39 |
Cement & Cement Products | - | 2.02 |
Construction | - | 0.35 |
Non - Ferrous Metals | - | 1.08 |
Banks | - | 22.62 |
Pharmaceuticals & Biotechnology | - | 5.72 |
Healthcare Services | - | 0.98 |
Ferrous Metals | - | 3.05 |
Insurance | - | 2.15 |
Industrial Products | - | 5.54 |
Automobiles | - | 4.39 |
Personal Products | - | 0.88 |
Finance | - | 2.54 |
Capital Markets | - | 1.56 |
Gas | - | 3.01 |
Transport Services | - | 0.65 |
Diversified FMCG | - | 3.2 |
Electrical Equipment | - | 0.72 |
Oil | - | 1.46 |
Consumer Durables | - | 1.01 |
Telecom - Services | - | 2 |
Chemicals & Petrochemicals | - | 0.54 |
Fertilizers & Agrochemicals | - | 0.71 |
Beverages | - | 0.92 |
Leisure Services | - | 0.75 |
Realty | - | 0.76 |
Power | - | 3.03 |
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