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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) | ₹16525 Cr | ₹29937 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 | 2.94% | 2.19% |
| 6 Month | 15.26% | 11.45% |
| 1 Year | 2.56% | -2.28% |
| 3 Year | 21.04% | 22.97% |
| 5 Year | 25.16% | 25.2% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 4.07% | 2.9% |
| 1 Year | 14.05% | 8.07% |
| 3 Year | 20.56% | 20.51% |
| 5 Year | 21.38% | 21.45% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 17.03% | 10.2% |
| 3 Year | 15.38% | 13.51% |
| 5 Year | 15.1% | 13.34% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.49% | 13.09% |
| Sharp | 1.16% | 1.18% |
| Beta | 0.86% | 0.96% |
| Alpha | 7.12% | 6.98% |
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 | 6.64 | 7.8 |
| Large Cap | 77.83 | 61.91 |
| Small Cap | 11.09 | 12.03 |
| Mid Cap | 4.44 | 18.26 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 6.07 | 6.26 |
| Communication Services | 4.55 | 1.94 |
| Energy | 1.19 | 9.03 |
| Technology | 5.21 | 7.83 |
| Industrials | 5.69 | 8.45 |
| Basic Materials | 6 | 10.03 |
| Financial Services | 42.46 | 29.46 |
| Healthcare | 9.73 | 7.59 |
| Consumer Cyclical | 16.05 | 9.31 |
| Utilities | 1.76 | 4.47 |
| Real Estate | 0.49 | 1.1 |
| Consumer Defensive | 0.81 | 4.53 |
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