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

Link copied to clipboard!

SBI Long Term Equity Fund - Regular Plan- Growth

Invest Now

PGIM India ELSS Tax Saver Fund - 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	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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	3.02%	0.85%
6 Month	-1.83%	-2.88%
1 Year	4.39%	6.53%
3 Year	28.85%	17.06%
5 Year	28.61%	22.42%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	6.72%	5.9%
1 Year	5.34%	5.97%
3 Year	23.97%	13.42%
5 Year	23.62%	15.05%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	10.42%	13.11%
3 Year	13.24%	14.36%
5 Year	13.27%	14.86%

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	1.36%	0.332%
Beta	0.94%	0.854%
Alpha	7.65%	-1.233%

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

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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	9.14	3.45
Large Cap	61.53	61.08
Small Cap	11.28	13.04
Mid Cap	18.05	22.44

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	9.14	3.41
Petroleum Products	7.08	-
IT - Software	9.75	-
Retailing	2.39	-
Cement & Cement Products	2.02	-
Construction	0.35	-
Non - Ferrous Metals	1.08	-
Banks	22.62	-
Pharmaceuticals & Biotechnology	5.72	-
Healthcare Services	0.98	-
Ferrous Metals	3.05	-
Insurance	2.15	-
Industrial Products	5.54	-
Automobiles	4.39	-
Personal Products	0.88	-
Finance	2.54	-
Capital Markets	1.56	-
Gas	3.01	-
Transport Services	0.65	-
Diversified FMCG	3.2	-
Electrical Equipment	0.72	-
Oil	1.46	-
Consumer Durables	1.01	-
Telecom - Services	2	-
Chemicals & Petrochemicals	0.54	-
Fertilizers & Agrochemicals	0.71	-
Beverages	0.92	-
Leisure Services	0.75	-
Realty	0.76	-
Power	3.03	-
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