SBI Long Term Equity Fund vs DSP ELSS Tax Saver Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 Cr | ₹15985 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 | 1.6 | 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 Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.02% | 1.47% |
6 Month | -1.83% | -1.69% |
1 Year | 4.39% | 7.96% |
3 Year | 28.85% | 23.81% |
5 Year | 28.61% | 26.18% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.72% | 6.86% |
1 Year | 5.34% | 6.36% |
3 Year | 23.97% | 20.83% |
5 Year | 23.62% | 20.26% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.42% | 14.37% |
3 Year | 13.24% | 16.32% |
5 Year | 13.27% | 15.83% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.09% | 12.57% |
Sharp | 1.36% | 1.05% |
Beta | 0.94% | 0.95% |
Alpha | 7.65% | 3.15% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 9.14 | 6.51 |
Large Cap | 61.53 | 63.15 |
Small Cap | 11.28 | 12.6 |
Mid Cap | 18.05 | 17.74 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 9.14 | 6.51 |
Petroleum Products | 7.08 | 3.26 |
IT - Software | 9.75 | 5.79 |
Retailing | 2.39 | - |
Cement & Cement Products | 2.02 | 1.62 |
Construction | 0.35 | 4.03 |
Non - Ferrous Metals | 1.08 | 1.24 |
Banks | 22.62 | 28.08 |
Pharmaceuticals & Biotechnology | 5.72 | 7.88 |
Healthcare Services | 0.98 | 2.29 |
Ferrous Metals | 3.05 | 1.06 |
Insurance | 2.15 | 3.51 |
Industrial Products | 5.54 | 0.43 |
Automobiles | 4.39 | 3.63 |
Personal Products | 0.88 | 1.63 |
Finance | 2.54 | 3.61 |
Capital Markets | 1.56 | - |
Gas | 3.01 | 1.91 |
Transport Services | 0.65 | 0.68 |
Diversified FMCG | 3.2 | 3.55 |
Electrical Equipment | 0.72 | - |
Oil | 1.46 | 1.1 |
Consumer Durables | 1.01 | 2.99 |
Telecom - Services | 2 | 5.48 |
Chemicals & Petrochemicals | 0.54 | 2.05 |
Fertilizers & Agrochemicals | 0.71 | 0.89 |
Beverages | 0.92 | - |
Leisure Services | 0.75 | - |
Realty | 0.76 | - |
Power | 3.03 | 2.08 |
Auto Components | - | 3.67 |
Textiles & Apparels | - | 1.03 |
Top Comparisons
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns30.87%
Quant Mid Cap Fund-Growth
3Y Returns24.23%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.34%
HDFC Money Market Fund - Growth Option
3Y Returns7.38%
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
3Y Returns0%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns22.71%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns23.74%
Nippon India Focused Equity Fund -Growth Plan -Growth Option
3Y Returns18.99%