PGIM India ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund	SBI ELSS Tax Saver Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹31783 Cr	₹782 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	31 Mar 1993	11 Dec 2015
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	15%	24%
Expense Ratio	1.59	2.25
Manager	Dinesh Balachandran	Bhupesh Kalyani
ISIN Code	INF200K01495	INF663L01FQ8
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	0.73%	-0.17%
6 Month	3.86%	2.32%
1 Year	2.1%	0.63%
3 Year	22.25%	11.45%
5 Year	22.65%	16.58%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	2.89%	1.05%
1 Year	12.99%	8.9%
3 Year	18.42%	10.71%
5 Year	20.29%	12.05%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	11.13%	11.59%
3 Year	15.81%	14.18%
5 Year	13.89%	15.48%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	13.03%	11.72%
Sharp	1.15%	0.46%
Beta	0.95%	0.84%
Alpha	6.70%	-1.85%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Name	Dinesh Balachandran	Bhupesh Kalyani
Total AUM	₹69808 Cr	₹2742 Cr
Funds Managed	4	13
	SBI ELSS Tax Saver Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	6.51	9.61
Large Cap	59.12	57.22
Mid Cap	19.51	19.48
Small Cap	14.86	13.7

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	6.51	2.62
Petroleum Products	6.72	-
IT - Software	7.13	-
Retailing	4.25	-
Cement & Cement Products	2.82	-
Construction	0.38	-
Consumer Durables	3.24	-
Non - Ferrous Metals	1.32	-
Banks	22.69	-
Pharmaceuticals & Biotechnology	5.5	-
Ferrous Metals	3.57	-
Insurance	2.32	-
Industrial Products	4.63	-
Automobiles	4.45	-
Personal Products	0.7	-
Finance	3.78	-
Capital Markets	1.29	-
Gas	2.99	-
Transport Services	0.89	-
Telecom - Services	3.4	-
Electrical Equipment	0.61	-
Diversified FMCG	2.83	-
Oil	1.37	-
Industrial Manufacturing	0.33	-
Chemicals & Petrochemicals	0.51	-
Fertilizers & Agrochemicals	0.7	-
Beverages	0.69	-
Auto Components	0.41	-
Leisure Services	0.56	-
Realty	1.09	-
Power	2.32	-
Energy	-	6.72
Technology	-	9.11
Industrials	-	11.52
Consumer Cyclical	-	12.66
Healthcare	-	11.49
Financial Services	-	29.51
Basic Materials	-	7.27
Consumer Defensive	-	4.74
Real Estate	-	0.46
Communication Services	-	3.9