Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs SBI Long Term Equity Fund compare

Link copied to clipboard!

tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

Invest Now

tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Invest Now

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 Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Fund SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹27306 Cr ₹3876 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 21 Jan 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 15% 70%
Expense Ratio 1.6 1.82
Manager Dinesh Balachandran Rakesh Shetty
ISIN Code INF200K01495 INF247L01544
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month 2.26% 1.58%
6 Month -3.25% -11.76%
1 Year 7.13% 5.51%
3 Year 24.22% 22.68%
5 Year 28.32% 25.47%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month 0.66% -3.55%
1 Year -3.7% -11.25%
3 Year 23.74% 21.98%
5 Year 23.76% 21.73%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year 10.61% 16.36%
3 Year 12.89% 15.34%
5 Year 13.14% 13.44%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 13.09% 18.539%
Sharp 1.03% 0.644%
Beta 0.95% 1.067%
Alpha 8.29% 5.026%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Name Dinesh Balachandran Rakesh Shetty
Total AUM ₹69808 Cr ₹33886 Cr
Funds Managed 4 19
SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Others 13.13 3.84
Large Cap 58.86 26.25
Small Cap 9.25 27.53
Mid Cap 18.76 42.38

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Others 13.06 1.83
Energy 7.8 -
Technology 9.22 12.09
Consumer Cyclical 8.19 22.76
Basic Materials 7.96 6.36
Industrials 7.96 30.18
Financial Services 25.67 17.97
Healthcare 7.68 2.01
Consumer Defensive 3.92 -
Utilities 4.36 -
Communication Services 3.4 -
Real Estate 0.78 6.8

Top Comparisons

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns14.38%

VS

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns16.32%

Compare Now

FRANKLIN INDIA MONEY MARKET FUND-GROWTH FRANKLIN INDIA MONEY MARKET FUND-GROWTH

3Y Returns7.04%

VS

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.78%

Compare Now

Bandhan Midcap Fund Regular - Growth Bandhan Midcap Fund Regular - Growth

3Y Returns0%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns18.67%

Compare Now

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

3Y Returns19.68%

VS

Quant BFSI Fund Regular - Growth Quant BFSI Fund Regular - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully