ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
Overview
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹30616 Cr | ₹15870 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 07 Mar 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 15% | 26% |
Expense Ratio | 1.59 | 1.7 |
Manager | Dinesh Balachandran | Atul Penkar |
ISIN Code | INF200K01495 | INF209K01108 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
1 Month | -1.61% | -1.35% |
6 Month | 6.68% | 11.91% |
1 Year | -1.21% | 0.53% |
3 Year | 25.49% | 14.83% |
5 Year | 26.05% | 15.04% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
6 Month | 4.38% | 7.28% |
1 Year | 5.49% | 11.39% |
3 Year | 22.87% | 16.24% |
5 Year | 23.11% | 13.56% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
1 Year | 10.42% | 11.25% |
3 Year | 13.24% | 11.87% |
5 Year | 13.27% | 12.85% |
Risk Management
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Standard Deviation | 13.09% | 11.52% |
Sharp | 1.58% | 0.93% |
Beta | 0.94% | 0.94% |
Alpha | 7.03% | -2.26% |
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Fund Managers
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Name | Dinesh Balachandran | Atul Penkar |
Total AUM | ₹69808 Cr | ₹21393 Cr |
Funds Managed | 4 | 3 |
SBI ELSS Tax Saver Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Market Cap
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 8.95 | 3.57 |
Large Cap | 62.6 | 66.31 |
Small Cap | 11.16 | 15.95 |
Mid Cap | 17.29 | 14.17 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 6.12 | 0.82 |
Energy | 9.52 | 6.23 |
Technology | 9.8 | 8.26 |
Consumer Cyclical | 8.7 | 14.73 |
Basic Materials | 9.58 | 7.63 |
Industrials | 8.15 | 7.5 |
Financial Services | 28.38 | 31.64 |
Healthcare | 7.37 | 10.89 |
Consumer Defensive | 4.46 | 6.85 |
Utilities | 4.84 | 1.2 |
Communication Services | 2.01 | 3.5 |
Real Estate | 1.06 | 0.75 |
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