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	2.13%	3.4%
6 Month	5.89%	2.85%
1 Year	13.03%	8.21%
3 Year	25.22%	27.91%
5 Year	29.69%	30.35%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	7.31%	5.21%
1 Year	11.23%	4.1%
3 Year	23.9%	25.26%
5 Year	23.79%	24.39%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	SBI Long Term Equity Fund - Regular Plan- Growth
1 Year	17.75%	10.61%
3 Year	15.14%	12.89%
5 Year	14.93%	13.14%

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%	1.17%
Beta	0.848%	0.94%
Alpha	7.78%	7.87%

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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	9.01
Large Cap	75.98	61.32
Mid Cap	6.34	18.26
Small Cap	10.42	11.41

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	SBI Long Term Equity Fund - Regular Plan- Growth
Others	6.95	9.01
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	-	6.58
IT - Software	-	10.28
Retailing	-	2.32
Cement & Cement Products	-	2.17
Construction	-	0.38
Non - Ferrous Metals	-	1.22
Banks	-	21.9
Pharmaceuticals & Biotechnology	-	5.42
Healthcare Services	-	1.03
Ferrous Metals	-	3.21
Insurance	-	2.09
Industrial Products	-	6.06
Automobiles	-	4.36
Personal Products	-	0.84
Finance	-	2.69
Capital Markets	-	1.47
Gas	-	2.96
Transport Services	-	0.56
Diversified FMCG	-	2.13
Electrical Equipment	-	0.73
Oil	-	1.51
Consumer Durables	-	1.06
Telecom - Services	-	3.48
Chemicals & Petrochemicals	-	0.58
Fertilizers & Agrochemicals	-	0.67
Beverages	-	0.88
Leisure Services	-	0.72
Realty	-	0.68
Power	-	3.01