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SBI Long Term Equity Fund vs Tata ELSS Tax Saver Fund compare

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

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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 Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹27306 Cr ₹4398 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 13 Oct 2014
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 15% 20%
Expense Ratio 1.6 1.82
Manager Dinesh Balachandran Sailesh Jain
ISIN Code INF200K01495 INF277K01I52
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month 5.68% 6.72%
6 Month -4.81% -6.31%
1 Year 8.44% 9.81%
3 Year 25.3% 16.74%
5 Year 29.06% 22.76%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month -0.1% -0.48%
1 Year -5.39% -6.09%
3 Year 21.67% 13.12%
5 Year 22.36% 15.13%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 10.61% 13.97%
3 Year 12.89% 14.85%
5 Year 13.14% 13.39%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation 13.09% 14.429%
Sharp 1.17% 0.451%
Beta 0.94% 0.972%
Alpha 7.87% 0.237%

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Fund Managers

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name Dinesh Balachandran Sailesh Jain
Total AUM ₹69808 Cr ₹17041 Cr
Funds Managed 4 7
SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan

Market Cap

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 9.01 5.12
Large Cap 61.32 60.14
Small Cap 11.41 24.69
Mid Cap 18.26 10.05

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 9.01 4.54
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 -
Communication Services - 3.74
Energy - 5.19
Technology - 7.95
Basic Materials - 7.21
Consumer Cyclical - 16.2
Industrials - 13.81
Financial Services - 31.02
Healthcare - 3.54
Real Estate - 2.78
Utilities - 2.54
Consumer Defensive - 1.49

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