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SBI Long Term Equity Fund vs DSP ELSS Tax Saver Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹29937 Cr | ₹16981 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 18 Jan 2007 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 15% | 35% |
| Expense Ratio | 1.59 | 1.64 |
| Manager | Dinesh Balachandran | Rohit Singhania |
| ISIN Code | INF200K01495 | INF740K01185 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.19% | 2.22% |
| 6 Month | 11.45% | 11.51% |
| 1 Year | -2.28% | -2.73% |
| 3 Year | 22.97% | 18.19% |
| 5 Year | 25.2% | 23.48% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.9% | 1.78% |
| 1 Year | 8.07% | 7.27% |
| 3 Year | 20.51% | 17.88% |
| 5 Year | 21.45% | 17.97% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.2% | 14.04% |
| 3 Year | 13.51% | 16.42% |
| 5 Year | 13.34% | 15.92% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 12.57% |
| Sharp | 1.18% | 0.9% |
| Beta | 0.96% | 0.96% |
| Alpha | 6.98% | 3.06% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dinesh Balachandran | Rohit Singhania |
| Total AUM | ₹69808 Cr | ₹46862 Cr |
| Funds Managed | 4 | 7 |
| SBI ELSS Tax Saver Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.8 | 6.33 |
| Large Cap | 61.91 | 63.25 |
| Small Cap | 12.03 | 13.76 |
| Mid Cap | 18.26 | 16.66 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.26 | 3.88 |
| Energy | 9.03 | 4.51 |
| Technology | 7.83 | 7.33 |
| Consumer Cyclical | 9.31 | 9.99 |
| Basic Materials | 10.03 | 8.79 |
| Industrials | 8.45 | 5.23 |
| Financial Services | 29.46 | 36.23 |
| Healthcare | 7.59 | 10.59 |
| Consumer Defensive | 4.53 | 5.13 |
| Utilities | 4.47 | 3.65 |
| Communication Services | 1.94 | 4.66 |
| Real Estate | 1.1 | - |
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