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LIC MF Tax Plan vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| 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 | 6.63% | 4.09% | 4.09% |
| 6 Month | 2.86% | 2.31% | 2.31% |
| 1 Year | 11.21% | 13.48% | 13.48% |
| 3 Year | 28.72% | 19.6% | 19.6% |
| 5 Year | 30.38% | 22.79% | 22.79% |
SIP Return Analysis
| 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 | -0.1% | -0.82% | -0.82% |
| 1 Year | -5.39% | -4.62% | -4.62% |
| 3 Year | 21.67% | 14.64% | 14.64% |
| 5 Year | 22.36% | 15.08% | 15.08% |
Rolling Lumpsum Returns
| 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 | 10.61% | 12.59% | 12.59% |
| 3 Year | 12.89% | 12.91% | 12.91% |
| 5 Year | 13.14% | 11.77% | 11.77% |
Risk Management
| 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 | 1.17% | 0.433% | 0.433% |
| Beta | 0.94% | 0.878% | 0.878% |
| Alpha | 7.87% | 0.324% | 0.324% |
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Fund Managers
| 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 |
Market Cap
| 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 | 9.01 | 4.3 | 4.3 |
| Large Cap | 61.32 | 63.76 | 63.76 |
| Small Cap | 11.41 | 17.45 | 17.45 |
| Mid Cap | 18.26 | 14.49 | 14.49 |
Sector Allocation
| 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 | 9.01 | 3.55 | 3.55 |
| Petroleum Products | 6.58 | - | - |
| IT - Software | 10.28 | - | - |
| Retailing | 2.32 | - | - |
| Cement & Cement Products | 2.17 | - | - |
| Construction | 0.38 | - | - |
| Non - Ferrous Metals | 1.22 | - | - |
| Banks | 21.9 | - | - |
| Pharmaceuticals & Biotechnology | 5.42 | - | - |
| Healthcare Services | 1.03 | - | - |
| Ferrous Metals | 3.21 | - | - |
| Insurance | 2.09 | - | - |
| Industrial Products | 6.06 | - | - |
| Automobiles | 4.36 | - | - |
| Personal Products | 0.84 | - | - |
| Finance | 2.69 | - | - |
| Capital Markets | 1.47 | - | - |
| Gas | 2.96 | - | - |
| Transport Services | 0.56 | - | - |
| Diversified FMCG | 2.13 | - | - |
| Electrical Equipment | 0.73 | - | - |
| Oil | 1.51 | - | - |
| Consumer Durables | 1.06 | - | - |
| Telecom - Services | 3.48 | - | - |
| Chemicals & Petrochemicals | 0.58 | - | - |
| Fertilizers & Agrochemicals | 0.67 | - | - |
| Beverages | 0.88 | - | - |
| Leisure Services | 0.72 | - | - |
| Realty | 0.68 | - | - |
| Power | 3.01 | - | - |
| 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 |
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