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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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