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 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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	SBI Long Term Equity Fund - Regular Plan- Growth
1 Month	0.98%	3.02%
6 Month	1.08%	-1.83%
1 Year	8.29%	4.39%
3 Year	25.74%	28.85%
5 Year	27.32%	28.61%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	6.81%	6.72%
1 Year	8.83%	5.34%
3 Year	21.97%	23.97%
5 Year	22.62%	23.62%

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%

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%	1.36%
Beta	0.848%	0.94%
Alpha	7.78%	7.65%

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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

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

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