PGIM India ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 Cr | ₹749 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 | 1.6 | 2.25 |
Manager | Dinesh Balachandran | Bhupesh Kalyani |
ISIN Code | INF200K01495 | INF663L01FQ8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.4% | 2.23% |
6 Month | 2.85% | 4.38% |
1 Year | 8.21% | 11.65% |
3 Year | 27.91% | 15.6% |
5 Year | 30.35% | 24.45% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.21% | 5.61% |
1 Year | 4.1% | 8% |
3 Year | 25.26% | 14.97% |
5 Year | 24.39% | 16.18% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.61% | 13.86% |
3 Year | 12.89% | 14.64% |
5 Year | 13.14% | 14.65% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.09% | 12.863% |
Sharp | 1.17% | 0.332% |
Beta | 0.94% | 0.854% |
Alpha | 7.87% | -1.233% |
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Fund Managers
Scheme Name | SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.01 | 3.45 |
Large Cap | 61.32 | 61.08 |
Small Cap | 11.41 | 13.04 |
Mid Cap | 18.26 | 22.44 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.01 | 3.41 |
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 | - | 5.97 |
Technology | - | 12.35 |
Industrials | - | 13.28 |
Consumer Cyclical | - | 9.53 |
Healthcare | - | 11.12 |
Financial Services | - | 26.74 |
Basic Materials | - | 7.34 |
Consumer Defensive | - | 6.12 |
Real Estate | - | 0.47 |
Communication Services | - | 3.68 |
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