DSP ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹30420 Cr | ₹16475 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 ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.22% | 0.59% |
6 Month | 8.77% | 6.62% |
1 Year | -1.79% | -1.78% |
3 Year | 24.99% | 20.43% |
5 Year | 25.28% | 23.42% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.11% | 1.08% |
1 Year | 8.38% | 9.02% |
3 Year | 19.19% | 17.32% |
5 Year | 20.73% | 17.54% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.07% | 13.91% |
3 Year | 13.66% | 16.51% |
5 Year | 13.41% | 15.97% |
Risk Management
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.09% | 12.57% |
Sharp | 1.28% | 0.99% |
Beta | 0.96% | 0.97% |
Alpha | 6.79% | 2.88% |
Fund Managers
Scheme Name | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 7.94 | 4.4 |
Large Cap | 61.47 | 66.1 |
Small Cap | 12.51 | 13.42 |
Mid Cap | 18.08 | 16.09 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 5.81 | 1.93 |
Energy | 8.8 | 4.33 |
Technology | 8.02 | 8.79 |
Consumer Cyclical | 10.07 | 9.73 |
Basic Materials | 10.65 | 8.92 |
Industrials | 7.77 | 5.17 |
Financial Services | 28.34 | 36.98 |
Healthcare | 7.71 | 10.52 |
Consumer Defensive | 4.51 | 5.33 |
Utilities | 4.28 | 3.64 |
Communication Services | 2.99 | 4.67 |
Real Estate | 1.05 | - |
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