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) | ₹30420 Cr | ₹896 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 | 1.38% | 2.7% |
| 6 Month | 5.91% | 8.53% |
| 1 Year | 2.04% | 3.2% |
| 3 Year | 22.62% | 18.16% |
| 5 Year | 24.44% | 17.55% |
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 | 3.19% | 4.15% |
| 1 Year | 12.08% | 13.84% |
| 3 Year | 19.54% | 17.19% |
| 5 Year | 20.94% | 15.91% |
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 | 10.07% | 11.98% |
| 3 Year | 13.66% | 12.5% |
| 5 Year | 13.41% | 14.51% |
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% | 13.25% |
| Sharp | 1.28% | 0.85% |
| Beta | 0.96% | 0.95% |
| Alpha | 6.79% | 2.30% |
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 | 8.27 | 6.43 |
| Large Cap | 60.68 | 60.36 |
| Small Cap | 12.81 | 13.25 |
| Mid Cap | 18.24 | 19.95 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
|---|---|---|
| Others | 6.48 | 3.03 |
| Energy | 8.88 | 3.89 |
| Technology | 7.25 | 10.03 |
| Consumer Cyclical | 10.25 | 15.19 |
| Basic Materials | 10.8 | 7.35 |
| Industrials | 7.51 | 11.52 |
| Financial Services | 28.72 | 30.08 |
| Healthcare | 7.32 | 7.72 |
| Consumer Defensive | 4.32 | 4.63 |
| Utilities | 4.26 | 3.51 |
| Communication Services | 3.17 | 3.04 |
| Real Estate | 1.04 | - |
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