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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 | 3.02% | 1.47% |
| 6 Month | -1.83% | -1.69% |
| 1 Year | 4.39% | 7.96% |
| 3 Year | 28.85% | 23.81% |
| 5 Year | 28.61% | 26.18% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.72% | 6.86% |
| 1 Year | 5.34% | 6.36% |
| 3 Year | 23.97% | 20.83% |
| 5 Year | 23.62% | 20.26% |
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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