- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
LIC MF Tax Plan vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹29937 Cr | ₹1082 Cr | ₹1082 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 17 Apr 2000 | 17 Apr 2000 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 15% | % | 84% |
| Expense Ratio | 1.59 | 2.13 | 2.13 |
| Manager | Dinesh Balachandran | Karan Doshi | Karan Doshi |
| ISIN Code | INF200K01495 | INF767K01956 | INF767K01956 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 2.19% | 2.4% | 2.4% |
| 6 Month | 11.45% | 10.68% | 10.68% |
| 1 Year | -2.28% | -2.43% | -2.43% |
| 3 Year | 22.97% | 14.14% | 14.14% |
| 5 Year | 25.2% | 18.67% | 18.67% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 2.9% | 2.33% | 2.33% |
| 1 Year | 8.07% | 6.05% | 6.05% |
| 3 Year | 20.51% | 14.88% | 14.88% |
| 5 Year | 21.45% | 14.6% | 14.6% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 10.2% | 12.34% | 12.34% |
| 3 Year | 13.51% | 13.12% | 13.12% |
| 5 Year | 13.34% | 11.96% | 11.96% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 13.09% | 12.61% | 12.61% |
| Sharp | 1.18% | 0.58% | 0.58% |
| Beta | 0.96% | 0.84% | 0.84% |
| Alpha | 6.98% | 1.15% | 1.15% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Name | Dinesh Balachandran | Karan Doshi | Karan Doshi |
| Total AUM | ₹69808 Cr | ₹2592 Cr | ₹2592 Cr |
| Funds Managed | 4 | 5 | 5 |
| SBI ELSS Tax Saver Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Others | 7.8 | 3.37 | 3.37 |
| Large Cap | 61.91 | 62.34 | 62.34 |
| Small Cap | 12.03 | 17.96 | 17.96 |
| Mid Cap | 18.26 | 16.33 | 16.33 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Others | 6.26 | 2.44 | 2.44 |
| Energy | 9.03 | 2.19 | 2.19 |
| Technology | 7.83 | 6.63 | 6.63 |
| Consumer Cyclical | 9.31 | 16.78 | 16.78 |
| Basic Materials | 10.03 | 7.34 | 7.34 |
| Industrials | 8.45 | 15.95 | 15.95 |
| Financial Services | 29.46 | 29.82 | 29.82 |
| Healthcare | 7.59 | 7.34 | 7.34 |
| Consumer Defensive | 4.53 | 9.95 | 9.95 |
| Utilities | 4.47 | - | - |
| Communication Services | 1.94 | 1.31 | 1.31 |
| Real Estate | 1.1 | 0.25 | 0.25 |
Top Comparisons
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns24.14%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns14.47%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns12.48%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns20.35%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns17.24%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns13.2%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns0%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns15.1%
