ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs SBI Long Term Equity Fund compare

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Fund SBI Long Term Equity Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹27559 Cr ₹15895 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 1.6 1.68
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 Long Term Equity Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month 2.38% 2.31%
6 Month 9.12% 6.59%
1 Year 38.64% 24.99%
3 Year 25.25% 12.05%
5 Year 25.51% 13.12%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month - -
1 Year 24% 18.21%
3 Year 33.43% 19.55%
5 Year 29.75% 15.97%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 10.31% 11.54%
3 Year 12.57% 11.95%
5 Year 12.99% 12.9%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation 13.09% 11.52%
Sharp 1.24% 0.44%
Beta 0.98% 0.93%
Alpha 7.54% -3.58%

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Fund Managers

Scheme Name SBI Long Term Equity 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
Fund Manage 4 3
SBI Long Term Equity Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Market Cap

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 9.1 0.71
Large Cap 55.87 68.16
Small Cap 12.09 14.39
Mid Cap 22.94 16.78

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 9.1 0.71
Petroleum Products 5.48 5.79
IT - Software 9.4 6.8
Cement & Cement Products 2.07 1.8
Construction 0.9 4.78
Non - Ferrous Metals 1.67 0.81
Banks 18.98 19.95
Pharmaceuticals & Biotechnology 5.31 6.33
Healthcare Services 1.6 3.29
Ferrous Metals 2.8 1.07
Insurance 2.65 1.96
Industrial Products 6.34 -
Automobiles 4.91 5.21
Personal Products 0.93 2.4
Finance 3.01 6.67
Capital Markets 1.58 0.69
Gas 3.3 -
Transport Services 0.78 2.02
Diversified FMCG 2.56 1.31
Electrical Equipment 1.65 0.01
Oil 1.64 1.62
Consumer Durables 0.88 4.01
Retailing 1.87 3.81
Telecom - Services 3.26 3.19
Chemicals & Petrochemicals 0.65 1.16
Fertilizers & Agrochemicals 0.82 1.71
Beverages 0.85 0.6
Leisure Services 0.63 2.33
Realty 1.13 1.48
Power 3.25 1.46
Paper, Forest & Jute Products - 1.23
Diversified Metals - 0.95
Auto Components - 2.57
Industrial Manufacturing - 2.32

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