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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 Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth
Fund ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI Long Term Equity Fund - Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13549 Cr ₹27306 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 1.73 1.6
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 Long Term Equity Fund - Regular Plan- Growth
1 Month 2.23% 4.2%
6 Month 4.03% 1.84%
1 Year 11.01% 8.46%
3 Year 18.56% 27.72%
5 Year 24.83% 30.3%

SIP Return Analysis

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI Long Term Equity Fund - Regular Plan- Growth
6 Month 6.91% 5.21%
1 Year 9.09% 4.1%
3 Year 18.39% 25.26%
5 Year 17.96% 24.39%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Year 13.73% 10.61%
3 Year 15.85% 12.89%
5 Year 16.42% 13.14%

Risk Management

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation 11.92% 13.09%
Sharp 0.72% 1.17%
Beta 0.88% 0.94%
Alpha 1.2% 7.87%

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Fund Managers

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth

Market Cap

Scheme Name

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

SBI Long Term Equity Fund - Regular Plan- Growth

Others 2.93 9.01
Large Cap 74.86 61.32
Mid Cap 10.6 18.26
Small Cap 11.61 11.41

Sector Allocation

Scheme Name

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

SBI Long Term Equity Fund - Regular Plan- Growth

Others 2.93 9.01
Petroleum Products 4.16 6.58
IT - Software 3.43 10.28
Pharmaceuticals & Biotechnology 9.44 5.42
Construction 4.57 0.38
Finance 2.38 2.69
Banks 24.17 21.9
Retailing 8.46 2.32
Diversified FMCG 0.87 2.13
Chemicals & Petrochemicals 0.09 0.58
Automobiles 8.65 4.36
Electrical Equipment 0.98 0.73
Auto Components 1.48 -
Cement & Cement Products 3.05 2.17
Ferrous Metals 0.03 3.21
Leisure Services 1.85 0.72
Consumer Durables 0.17 1.06
Commercial Services & Supplies 0.6 -
Textiles & Apparels 0.74 -
Insurance 5.54 2.09
Entertainment 1.19 -
Oil 1.32 1.51
Food Products 0.07 -
Telecom - Services 4.93 3.48
Healthcare Services 2.23 1.03
Diversified Fmcg 0.22 -
Fertilizers & Agrochemicals 0.26 0.67
Industrial Products 0.09 6.06
Transport Services 1.05 0.56
Beverages 0.3 0.88
Power 4.01 3.01
Realty 0.74 0.68
Non - Ferrous Metals - 1.22
Personal Products - 0.84
Capital Markets - 1.47
Gas - 2.96

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