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SBI Long Term Equity Fund vs Tata ELSS Tax Saver Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹30420 Cr | ₹4550 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 | 1.59 | 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 ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.2% | 3.39% |
| 6 Month | 6.58% | 8.87% |
| 1 Year | 3.28% | 2.44% |
| 3 Year | 23.44% | 15.33% |
| 5 Year | 25.54% | 20.17% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.35% | 0.24% |
| 1 Year | 4.87% | 6.39% |
| 3 Year | 17.02% | 11.96% |
| 5 Year | 19.56% | 13.61% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.07% | 12.85% |
| 3 Year | 13.66% | 14.94% |
| 5 Year | 13.41% | 13.91% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.06% | 13.16% |
| Sharp | 1.19% | 0.66% |
| Beta | 0.95% | 0.97% |
| Alpha | 6.61% | -0.46% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dinesh Balachandran | Sailesh Jain |
| Total AUM | ₹69808 Cr | ₹17041 Cr |
| Funds Managed | 4 | 7 |
| SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.27 | 8.5 |
| Large Cap | 60.68 | 59.62 |
| Small Cap | 12.81 | 21.72 |
| Mid Cap | 18.24 | 10.16 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.48 | 4.39 |
| Energy | 8.88 | 5.29 |
| Technology | 7.25 | 6.03 |
| Consumer Cyclical | 10.25 | 14.67 |
| Basic Materials | 10.8 | 7.06 |
| Industrials | 7.51 | 14.31 |
| Financial Services | 28.72 | 33.88 |
| Healthcare | 7.32 | 3.19 |
| Consumer Defensive | 4.32 | 1.83 |
| Utilities | 4.26 | 2.58 |
| Communication Services | 3.17 | 4.18 |
| Real Estate | 1.04 | 2.59 |
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