BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹32609 Cr | ₹941 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 | 1.59 | 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 ELSS Tax Saver Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|
| 1 Month | -4.13% | -4.53% |
| 6 Month | -2.34% | -0.89% |
| 1 Year | 5.11% | 6.73% |
| 3 Year | 21.8% | 17.97% |
| 5 Year | 19.65% | 13.85% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|
| 6 Month | -2.06% | -1.73% |
| 1 Year | 1.04% | 3.8% |
| 3 Year | 13.82% | 12.62% |
| 5 Year | 18.07% | 13.78% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|
| 1 Year | 11.03% | 11.69% |
| 3 Year | 15.97% | 12.75% |
| 5 Year | 13.96% | 14.62% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|
| Standard Deviation | 13.09% | 12.77% |
| Sharp | 1.31% | 0.99% |
| Beta | 0.95% | 0.97% |
| Alpha | 6.49% | 2.45% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|
| Others | 10.79 | 8.51 |
| Large Cap | 58.85 | 61.58 |
| Small Cap | 11.91 | 10.07 |
| Mid Cap | 18.44 | 19.85 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|
| Others | 7.94 | 2.29 |
| Energy | 9.2 | 4.27 |
| Technology | 7.43 | 11.27 |
| Consumer Cyclical | 10.72 | 16.32 |
| Basic Materials | 10.16 | 7.51 |
| Industrials | 6.13 | 10.69 |
| Financial Services | 29.37 | 31.81 |
| Healthcare | 6.54 | 7.01 |
| Consumer Defensive | 4 | 4.49 |
| Utilities | 4.09 | 1.1 |
| Communication Services | 3.33 | 3.24 |
| Real Estate | 1.09 | - |
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