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ICICI Prudential ELSS Tax Saver Fund (Tax Saving) vs SBI Long Term Equity Fund compare

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tortoise-icon ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

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tortoise-icon SBI 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 ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
Fund ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹14403 Cr ₹30271 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 19 Aug 1999 31 Mar 1993
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over 29% 15%
Expense Ratio 1.72 1.59
Manager Mittul Kalawadia Dinesh Balachandran
ISIN Code INF109K01464 INF200K01495
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Month 1.74% -1.52%
6 Month 11.97% 8.96%
1 Year 4.37% -0.97%
3 Year 16.32% 23.97%
5 Year 20.8% 24.77%

SIP Return Analysis

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month 3.36% 2.1%
1 Year 6.78% 2.45%
3 Year 15.37% 20.18%
5 Year 15.68% 21.39%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Year 13.37% 10.2%
3 Year 15.94% 13.51%
5 Year 16.57% 13.34%

Risk Management

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
Standard Deviation 11.92% 13.09%
Sharp 0.88% 1.35%
Beta 0.86% 0.95%
Alpha 0.85% 7.18%

Fund Managers

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
Name Mittul Kalawadia Dinesh Balachandran
Total AUM ₹45730 Cr ₹69808 Cr
Funds Managed 5 4
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth

Market Cap

Scheme Name

ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Others 2.49 7.8
Large Cap 76.08 61.91
Small Cap 12.29 12.03
Mid Cap 9.15 18.26

Sector Allocation

Scheme Name

ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Others 1.51 6.26
Energy 6.66 9.03
Technology 3.81 7.83
Healthcare 12.41 7.59
Basic Materials 4.19 10.03
Industrials 8.39 8.45
Financial Services 29.77 29.46
Consumer Cyclical 16.32 9.31
Consumer Defensive 6.14 4.53
Communication Services 5.35 1.94
Utilities 4.21 4.47
Real Estate 1.26 1.1

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