DSP ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹29667 Cr | ₹16974 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 18 Jan 2007 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 15% | 35% |
Expense Ratio | 1.59 | 1.64 |
Manager | Dinesh Balachandran | Rohit Singhania |
ISIN Code | INF200K01495 | INF740K01185 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.97% | 2.61% |
6 Month | 4.24% | 5.02% |
1 Year | 5.63% | 8.01% |
3 Year | 29.79% | 24.7% |
5 Year | 28.2% | 25.83% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.72% | 8.97% |
1 Year | 9.86% | 11.18% |
3 Year | 25.61% | 22.72% |
5 Year | 24.58% | 21.33% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.42% | 14.37% |
3 Year | 13.24% | 16.32% |
5 Year | 13.27% | 15.83% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.09% | 12.57% |
Sharp | 1.36% | 1.05% |
Beta | 0.94% | 0.95% |
Alpha | 7.65% | 3.15% |
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Fund Managers
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Dinesh Balachandran | Rohit Singhania |
Total AUM | ₹69808 Cr | ₹46862 Cr |
Funds Managed | 4 | 7 |
SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 9.14 | 6.51 |
Large Cap | 61.53 | 63.15 |
Small Cap | 11.28 | 12.6 |
Mid Cap | 18.05 | 17.74 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 9.14 | 6.51 |
Petroleum Products | 7.08 | 3.26 |
IT - Software | 9.75 | 5.79 |
Retailing | 2.39 | - |
Cement & Cement Products | 2.02 | 1.62 |
Construction | 0.35 | 4.03 |
Non - Ferrous Metals | 1.08 | 1.24 |
Banks | 22.62 | 28.08 |
Pharmaceuticals & Biotechnology | 5.72 | 7.88 |
Healthcare Services | 0.98 | 2.29 |
Ferrous Metals | 3.05 | 1.06 |
Insurance | 2.15 | 3.51 |
Industrial Products | 5.54 | 0.43 |
Automobiles | 4.39 | 3.63 |
Personal Products | 0.88 | 1.63 |
Finance | 2.54 | 3.61 |
Capital Markets | 1.56 | - |
Gas | 3.01 | 1.91 |
Transport Services | 0.65 | 0.68 |
Diversified FMCG | 3.2 | 3.55 |
Electrical Equipment | 0.72 | - |
Oil | 1.46 | 1.1 |
Consumer Durables | 1.01 | 2.99 |
Telecom - Services | 2 | 5.48 |
Chemicals & Petrochemicals | 0.54 | 2.05 |
Fertilizers & Agrochemicals | 0.71 | 0.89 |
Beverages | 0.92 | - |
Leisure Services | 0.75 | - |
Realty | 0.76 | - |
Power | 3.03 | 2.08 |
Auto Components | - | 3.67 |
Textiles & Apparels | - | 1.03 |
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