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SBI Long Term Equity Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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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 Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Fund SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹27306 Cr ₹3876 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 21 Jan 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 15% 70%
Expense Ratio 1.6 1.82
Manager Dinesh Balachandran Rakesh Shetty
ISIN Code INF200K01495 INF247L01544
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month 2.26% 1.58%
6 Month -3.25% -11.76%
1 Year 7.13% 5.51%
3 Year 24.22% 22.68%
5 Year 28.32% 25.47%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month 0.66% -3.55%
1 Year -3.7% -11.25%
3 Year 23.74% 21.98%
5 Year 23.76% 21.73%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year 10.61% 16.36%
3 Year 12.89% 15.34%
5 Year 13.14% 13.44%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 13.09% 18.539%
Sharp 1.03% 0.644%
Beta 0.95% 1.067%
Alpha 8.29% 5.026%

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Fund Managers

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Name Dinesh Balachandran Rakesh Shetty
Total AUM ₹69808 Cr ₹33886 Cr
Funds Managed 4 19
SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Others 13.13 3.84
Large Cap 58.86 26.25
Small Cap 9.25 27.53
Mid Cap 18.76 42.38

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Others 13.06 1.83
Energy 7.8 -
Technology 9.22 12.09
Consumer Cyclical 8.19 22.76
Basic Materials 7.96 6.36
Industrials 7.96 30.18
Financial Services 25.67 17.97
Healthcare 7.68 2.01
Consumer Defensive 3.92 -
Utilities 4.36 -
Communication Services 3.4 -
Real Estate 0.78 6.8

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