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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) ₹29667 Cr ₹14626 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 Long Term Equity Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month 0.56% 1.74%
6 Month -0.52% 1.69%
1 Year 3.53% 4.72%
3 Year 30.12% 18.31%
5 Year 28.77% 15.99%

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 6.72% 9.27%
1 Year 5.34% 8.87%
3 Year 23.97% 15.67%
5 Year 23.62% 13.16%

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 10.42% 11.25%
3 Year 13.24% 11.87%
5 Year 13.27% 12.85%

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 1.36% 0.7%
Beta 0.94% 0.92%
Alpha 7.65% -1.95%

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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
Funds Managed 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 9.14 1.62
Large Cap 61.53 68.55
Small Cap 11.28 14.13
Mid Cap 18.05 15.7

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 9.14 1.62
Petroleum Products 7.08 4.85
IT - Software 9.75 7.94
Retailing 2.39 4.45
Cement & Cement Products 2.02 1.15
Construction 0.35 2.48
Non - Ferrous Metals 1.08 1.32
Banks 22.62 23.47
Pharmaceuticals & Biotechnology 5.72 6.19
Healthcare Services 0.98 3.87
Ferrous Metals 3.05 1.45
Insurance 2.15 1.34
Industrial Products 5.54 1.72
Automobiles 4.39 4.19
Personal Products 0.88 2.17
Finance 2.54 7.58
Capital Markets 1.56 0.57
Gas 3.01 -
Transport Services 0.65 0.76
Diversified FMCG 3.2 1.23
Electrical Equipment 0.72 -
Oil 1.46 1.59
Consumer Durables 1.01 2.77
Telecom - Services 2 3.96
Chemicals & Petrochemicals 0.54 0.75
Fertilizers & Agrochemicals 0.71 0.87
Beverages 0.92 0.69
Leisure Services 0.75 1.94
Realty 0.76 0.65
Power 3.03 1.36
Paper, Forest & Jute Products - 1.04
Diversified Metals - 0.92
Auto Components - 1.84
Industrial Manufacturing - 1.22
Transport Infrastructure - 2.05

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