Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

PGIM India ELSS Tax Saver Fund 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 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

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%

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 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

Top Comparisons

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns20.41%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns7.63%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns8.47%

Compare Now

Kotak Healthcare Fund - Regular (G) Kotak Healthcare Fund - Regular (G)

3Y Returns0%

VS

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns26.12%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns18.77%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns17.36%

Compare Now
Add to Cart Successfully