LIC MF Tax Plan vs SBI Long Term Equity Fund compare

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SBI Long Term Equity Fund - Regular Plan- Growth

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LIC MF ELSS Regular Plan-Growth

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LIC MF ELSS Tax Saver - 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 Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund	SBI Long Term Equity 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	Very High	Very High	Very High
Asset Size (Cr)	₹27306 Cr	₹1093 Cr	₹1093 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	1.6	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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month	3.02%	2.4%	2.4%
6 Month	-1.83%	-3.53%	-3.53%
1 Year	4.39%	7.34%	7.34%
3 Year	28.85%	19.89%	19.89%
5 Year	28.61%	21.38%	21.38%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month	6.72%	5.48%	5.48%
1 Year	5.34%	4.05%	4.05%
3 Year	23.97%	16.86%	16.86%
5 Year	23.62%	16.24%	16.24%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year	10.42%	12.54%	12.54%
3 Year	13.24%	12.99%	12.99%
5 Year	13.27%	11.88%	11.88%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation	13.09%	13.827%	13.827%
Sharp	1.36%	0.433%	0.433%
Beta	0.94%	0.878%	0.878%
Alpha	7.65%	0.324%	0.324%

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Scheme Name	SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Others	9.14	4.3	4.3
Large Cap	61.53	63.76	63.76
Small Cap	11.28	17.45	17.45
Mid Cap	18.05	14.49	14.49

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Others	9.14	3.55	3.55
Petroleum Products	7.08	-	-
IT - Software	9.75	-	-
Retailing	2.39	-	-
Cement & Cement Products	2.02	-	-
Construction	0.35	-	-
Non - Ferrous Metals	1.08	-	-
Banks	22.62	-	-
Pharmaceuticals & Biotechnology	5.72	-	-
Healthcare Services	0.98	-	-
Ferrous Metals	3.05	-	-
Insurance	2.15	-	-
Industrial Products	5.54	-	-
Automobiles	4.39	-	-
Personal Products	0.88	-	-
Finance	2.54	-	-
Capital Markets	1.56	-	-
Gas	3.01	-	-
Transport Services	0.65	-	-
Diversified FMCG	3.2	-	-
Electrical Equipment	0.72	-	-
Oil	1.46	-	-
Consumer Durables	1.01	-	-
Telecom - Services	2	-	-
Chemicals & Petrochemicals	0.54	-	-
Fertilizers & Agrochemicals	0.71	-	-
Beverages	0.92	-	-
Leisure Services	0.75	-	-
Realty	0.76	-	-
Power	3.03	-	-
Energy	-	1.84	1.84
Technology	-	8.12	8.12
Consumer Cyclical	-	20.62	20.62
Communication Services	-	1.11	1.11
Healthcare	-	4.27	4.27
Industrials	-	16.66	16.66
Consumer Defensive	-	8.4	8.4
Financial Services	-	28.82	28.82
Basic Materials	-	6.62	6.62