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) | ₹31783 Cr | ₹935 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 | 0.73% | 1.47% |
| 6 Month | 3.86% | 6.12% |
| 1 Year | 2.1% | 1.58% |
| 3 Year | 22.25% | 18.26% |
| 5 Year | 22.65% | 16.47% |
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 | 2.89% | 4.73% |
| 1 Year | 12.99% | 17.63% |
| 3 Year | 18.42% | 17.22% |
| 5 Year | 20.29% | 16% |
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 | 11.13% | 11.88% |
| 3 Year | 15.81% | 12.63% |
| 5 Year | 13.89% | 14.57% |
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% | 13.26% |
| Sharp | 1.21% | 0.87% |
| Beta | 0.95% | 0.96% |
| Alpha | 6.3% | 3.32% |
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 | 8.9 | 6.9 |
| Large Cap | 60.04 | 60.95 |
| Small Cap | 13.18 | 11.69 |
| Mid Cap | 17.88 | 20.46 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|
| Others | 7.17 | 2.82 |
| Energy | 9.1 | 4.07 |
| Technology | 7.13 | 11.09 |
| Consumer Cyclical | 10.15 | 15.06 |
| Basic Materials | 10.67 | 7.55 |
| Industrials | 7.41 | 11.21 |
| Financial Services | 28.81 | 30.3 |
| Healthcare | 6.54 | 7.17 |
| Consumer Defensive | 4.23 | 4.33 |
| Utilities | 4.3 | 3.23 |
| Communication Services | 3.4 | 3.19 |
| Real Estate | 1.09 | - |
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