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 | 4.2% | 2.69% |
6 Month | 1.84% | 3.02% |
1 Year | 8.46% | 13.72% |
3 Year | 27.72% | 22.31% |
5 Year | 30.3% | 28.12% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.21% | 6.36% |
1 Year | 4.1% | 7.57% |
3 Year | 25.26% | 22.44% |
5 Year | 24.39% | 21.29% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.61% | 14.52% |
3 Year | 12.89% | 16.2% |
5 Year | 13.14% | 15.57% |
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 | 1.17% | 0.89% |
Beta | 0.94% | 0.95% |
Alpha | 7.87% | 3.67% |
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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 | 9.01 | 5.1 |
Large Cap | 61.32 | 63.81 |
Small Cap | 11.41 | 13.38 |
Mid Cap | 18.26 | 17.71 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 9.01 | 5.1 |
Petroleum Products | 6.58 | 3.28 |
IT - Software | 10.28 | 6.41 |
Retailing | 2.32 | - |
Cement & Cement Products | 2.17 | 1.68 |
Construction | 0.38 | 4.59 |
Non - Ferrous Metals | 1.22 | 1.49 |
Banks | 21.9 | 27.45 |
Pharmaceuticals & Biotechnology | 5.42 | 8.76 |
Healthcare Services | 1.03 | 1.75 |
Ferrous Metals | 3.21 | 1.11 |
Insurance | 2.09 | 3.04 |
Industrial Products | 6.06 | 0.77 |
Automobiles | 4.36 | 3.7 |
Personal Products | 0.84 | 1.55 |
Finance | 2.69 | 4.68 |
Capital Markets | 1.47 | - |
Gas | 2.96 | 1.85 |
Transport Services | 0.56 | 0.72 |
Diversified FMCG | 2.13 | 3.51 |
Electrical Equipment | 0.73 | - |
Oil | 1.51 | 1.07 |
Consumer Durables | 1.06 | 3.07 |
Telecom - Services | 3.48 | 4.81 |
Chemicals & Petrochemicals | 0.58 | 2.1 |
Fertilizers & Agrochemicals | 0.67 | 0.91 |
Beverages | 0.88 | - |
Leisure Services | 0.72 | - |
Realty | 0.68 | - |
Power | 3.01 | 2.15 |
Auto Components | - | 3.53 |
Textiles & Apparels | - | 0.92 |
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