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 | 2.26% | 1.73% |
6 Month | -3.25% | -5.8% |
1 Year | 7.13% | 6.72% |
3 Year | 24.22% | 15.07% |
5 Year | 28.32% | 21.67% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | 0.66% | - |
1 Year | -3.7% | -5.11% |
3 Year | 23.74% | 14.43% |
5 Year | 23.76% | 16.22% |
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 | 1.03% | 0.451% |
Beta | 0.95% | 0.972% |
Alpha | 8.29% | 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 | 13.13 | 5.12 |
Large Cap | 58.86 | 60.14 |
Small Cap | 9.25 | 24.69 |
Mid Cap | 18.76 | 10.05 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 13.06 | 4.54 |
Energy | 7.8 | 5.19 |
Technology | 9.22 | 7.95 |
Consumer Cyclical | 8.19 | 16.2 |
Basic Materials | 7.96 | 7.21 |
Industrials | 7.96 | 13.81 |
Financial Services | 25.67 | 31.02 |
Healthcare | 7.68 | 3.54 |
Consumer Defensive | 3.92 | 1.49 |
Utilities | 4.36 | 2.54 |
Communication Services | 3.4 | 3.74 |
Real Estate | 0.78 | 2.78 |
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