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

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SBI Long Term Equity Fund - Regular Plan- Growth

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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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month	2.5%	7.16%
6 Month	0.88%	-2.09%
1 Year	7.31%	12.95%
3 Year	27.66%	29.1%
5 Year	30.31%	29.99%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	5.21%	6.98%
1 Year	4.1%	5.29%
3 Year	25.26%	27.36%
5 Year	24.39%	24.58%

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%

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	1.17%	0.644%
Beta	0.94%	1.067%
Alpha	7.87%	5.026%

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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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	9.01	3.84
Large Cap	61.32	26.25
Small Cap	11.41	27.53
Mid Cap	18.26	42.38

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	9.01	1.83
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	-
Healthcare	-	2.01
Industrials	-	30.18
Financial Services	-	17.97
Basic Materials	-	6.36
Technology	-	12.09
Real Estate	-	6.8
Consumer Cyclical	-	22.76