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 | 2.26% | 2.79% |
6 Month | -3.25% | -3.57% |
1 Year | 7.13% | 6.53% |
3 Year | 24.22% | 16.77% |
5 Year | 28.32% | 20.39% |
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 | 0.66% | 0.53% |
1 Year | -3.7% | -2.78% |
3 Year | 23.74% | 18.01% |
5 Year | 23.76% | 16.67% |
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 | 1.03% | 0.592% |
Beta | 0.95% | 0.919% |
Alpha | 8.29% | 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 | 13.13 | 4.63 |
Large Cap | 58.86 | 54.47 |
Small Cap | 9.25 | 20.36 |
Mid Cap | 18.76 | 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 | 13.06 | 4.63 |
Energy | 7.8 | 5.17 |
Technology | 9.22 | 11.63 |
Consumer Cyclical | 8.19 | 11.45 |
Basic Materials | 7.96 | 5.18 |
Industrials | 7.96 | 12.71 |
Financial Services | 25.67 | 26.54 |
Healthcare | 7.68 | 8.9 |
Consumer Defensive | 3.92 | 7.76 |
Utilities | 4.36 | 3.12 |
Communication Services | 3.4 | 2.92 |
Real Estate | 0.78 | - |
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