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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) | ₹17241 Cr | ₹32326 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 | -0.27% | 1.02% |
| 6 Month | 3.64% | 4.19% |
| 1 Year | 10.19% | 6.6% |
| 3 Year | 21.25% | 23.86% |
| 5 Year | 22.62% | 22.56% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 0.4% | 1.37% |
| 1 Year | 10.12% | 9.93% |
| 3 Year | 17.36% | 17.81% |
| 5 Year | 19.47% | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 16.48% | 11.11% |
| 3 Year | 16.39% | 15.88% |
| 5 Year | 15.78% | 13.92% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.17% | 13.09% |
| Sharp | 1.12% | 1.21% |
| Beta | 0.83% | 0.95% |
| Alpha | 5.39% | 6.3% |
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 | 5.76 | 9.93 |
| Large Cap | 79.75 | 59.36 |
| Small Cap | 10.26 | 12.34 |
| Mid Cap | 4.23 | 18.36 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 5.21 | 7.31 |
| Communication Services | 4.74 | 3.35 |
| Energy | 1.17 | 9.14 |
| Technology | 5.39 | 7.33 |
| Industrials | 5.66 | 6.68 |
| Basic Materials | 5.72 | 9.98 |
| Financial Services | 43.43 | 29.45 |
| Healthcare | 9.63 | 6.67 |
| Consumer Cyclical | 16.63 | 10.76 |
| Utilities | 1.57 | 4.14 |
| Consumer Defensive | 0.84 | 4.02 |
| Real Estate | - | 1.16 |
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