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) | ₹27306 Cr | ₹15985 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 | 1.6 | 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 | 2.26% | 2.67% |
6 Month | -3.25% | -1.52% |
1 Year | 7.13% | 13.18% |
3 Year | 24.22% | 19.32% |
5 Year | 28.32% | 26.1% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.66% | 3.08% |
1 Year | -3.7% | 1.82% |
3 Year | 23.74% | 21.28% |
5 Year | 23.76% | 20.98% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.61% | 14.52% |
3 Year | 12.89% | 16.2% |
5 Year | 13.14% | 15.57% |
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 | 1.03% | 0.71% |
Beta | 0.95% | 0.96% |
Alpha | 8.29% | 3.68% |
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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 | 13.13 | 6.31 |
Large Cap | 58.86 | 62.45 |
Small Cap | 9.25 | 13.45 |
Mid Cap | 18.76 | 17.79 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 13.06 | 4.68 |
Energy | 7.8 | 3.63 |
Technology | 9.22 | 6.84 |
Consumer Cyclical | 8.19 | 9.45 |
Basic Materials | 7.96 | 9.1 |
Industrials | 7.96 | 6.8 |
Financial Services | 25.67 | 35.97 |
Healthcare | 7.68 | 10.11 |
Consumer Defensive | 3.92 | 5.04 |
Utilities | 4.36 | 3.77 |
Communication Services | 3.4 | 4.6 |
Real Estate | 0.78 | - |
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