DSP ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

DSP ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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DSP ELSS Tax Saver Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹32609 Cr	₹17609 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	-2.71%	-1.81%
6 Month	-1.25%	0.77%
1 Year	4.87%	7.77%
3 Year	22.22%	18.95%
5 Year	19.38%	17.72%

SIP Return Analysis

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	0.82%	2.33%
1 Year	8.29%	11.25%
3 Year	15.9%	15.86%
5 Year	19.06%	16.67%

Rolling Lumpsum Returns

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	11.03%	13.56%
3 Year	15.97%	16.83%
5 Year	13.96%	16.17%

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	1.31%	1.05%
Beta	0.95%	0.96%
Alpha	6.49%	3.12%

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	10.79	7.71
Large Cap	58.85	64.66
Small Cap	11.91	11.43
Mid Cap	18.44	16.19

Sector Allocation

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	DSP ELSS Tax Saver Fund - Regular Plan - Growth
Others	7.94	1.34
Energy	9.2	5.71
Technology	7.43	9.44
Consumer Cyclical	10.72	10.51
Basic Materials	10.16	7.63
Industrials	6.13	4.78
Financial Services	29.37	39.01
Healthcare	6.54	8.65
Consumer Defensive	4	4.35
Utilities	4.09	3.63
Communication Services	3.33	4.95
Real Estate	1.09	-

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