SBI Long Term Equity Fund vs Tata ELSS Tax Saver Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
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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