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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) | ₹30616 Cr | ₹1143 Cr | ₹1143 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 | -2.12% | -1.18% | -1.18% |
| 6 Month | 5.1% | 4.78% | 4.78% |
| 1 Year | -2.4% | -0.03% | -0.03% |
| 3 Year | 25.23% | 16.36% | 16.36% |
| 5 Year | 25.8% | 19.79% | 19.79% |
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 | 4.38% | 3.69% | 3.69% |
| 1 Year | 5.49% | 3.66% | 3.66% |
| 3 Year | 22.87% | 15.97% | 15.97% |
| 5 Year | 23.11% | 15.67% | 15.67% |
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% | 13.39% | 13.39% |
| Sharp | 1.58% | 1.00% | 1.00% |
| Beta | 0.94% | 0.87% | 0.87% |
| Alpha | 7.03% | 1.65% | 1.65% |
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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 | 8.95 | 4.07 | 4.07 |
| Large Cap | 62.6 | 62.52 | 62.52 |
| Small Cap | 11.16 | 17 | 17 |
| Mid Cap | 17.29 | 16.41 | 16.41 |
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 | 6.12 | 3.37 | 3.37 |
| Energy | 9.52 | 2.28 | 2.28 |
| Technology | 9.8 | 7.1 | 7.1 |
| Consumer Cyclical | 8.7 | 16.77 | 16.77 |
| Basic Materials | 9.58 | 6.99 | 6.99 |
| Industrials | 8.15 | 15.99 | 15.99 |
| Financial Services | 28.38 | 29.74 | 29.74 |
| Healthcare | 7.37 | 6.8 | 6.8 |
| Consumer Defensive | 4.46 | 9.4 | 9.4 |
| Utilities | 4.84 | - | - |
| Communication Services | 2.01 | 1.3 | 1.3 |
| Real Estate | 1.06 | 0.25 | 0.25 |
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