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SBI Long Term Equity Fund vs HDFC ELSS Tax saver Fund compare

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon 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) ₹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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