BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 Cr | ₹893 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 05 Jan 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 15% | % |
Expense Ratio | 1.6 | 2.2 |
Manager | Dinesh Balachandran | Miten Vora |
ISIN Code | INF200K01495 | INF251K01985 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
1 Month | -2.68% | -4.14% |
6 Month | -12.96% | -13.98% |
1 Year | 8.57% | 8.61% |
3 Year | 22.98% | 14.17% |
5 Year | 26.37% | 17.9% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
6 Month | -7.44% | -9.61% |
1 Year | -13.04% | -15.57% |
3 Year | 20.75% | 13.47% |
5 Year | 22.38% | 14.36% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
1 Year | 10.61% | 12.82% |
3 Year | 12.89% | 12.09% |
5 Year | 13.14% | 14.21% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Standard Deviation | 13.09% | 13.659% |
Sharp | 1.05% | 0.592% |
Beta | 0.96% | 0.919% |
Alpha | 8.59% | 0.917% |
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Fund Managers
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Name | Dinesh Balachandran | Miten Vora |
Total AUM | ₹69808 Cr | ₹6478 Cr |
Funds Managed | 4 | 6 |
SBI Long Term Equity Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Others | 9.84 | 4.63 |
Large Cap | 59.98 | 54.47 |
Small Cap | 10.2 | 20.36 |
Mid Cap | 19.98 | 20.55 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Others | 9.76 | 4.63 |
Energy | 8.03 | 5.17 |
Technology | 10.54 | 11.63 |
Consumer Cyclical | 8.83 | 11.45 |
Basic Materials | 7.4 | 5.18 |
Industrials | 9.85 | 12.71 |
Financial Services | 25.05 | 26.54 |
Healthcare | 7.38 | 8.9 |
Consumer Defensive | 4.14 | 7.76 |
Utilities | 4.73 | 3.12 |
Communication Services | 3.31 | 2.92 |
Real Estate | 0.97 | - |
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