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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) | ₹32326 Cr | ₹4795 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 | -0.54% | -1.08% |
| 6 Month | 3.04% | 4.27% |
| 1 Year | 2.85% | 1.43% |
| 3 Year | 22.55% | 14.79% |
| 5 Year | 21.57% | 16.5% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.31% | 3.15% |
| 1 Year | 12.85% | 15.4% |
| 3 Year | 18.21% | 14.17% |
| 5 Year | 20.1% | 14.59% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.11% | 12.33% |
| 3 Year | 15.88% | 15.02% |
| 5 Year | 13.92% | 14.15% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.09% | 12.5% |
| Sharp | 1.21% | 0.7% |
| Beta | 0.95% | 0.97% |
| Alpha | 6.3% | -0.5% |
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 | 9.93 | 10.14 |
| Large Cap | 59.36 | 58.47 |
| Small Cap | 12.34 | 18.46 |
| Mid Cap | 18.36 | 12.93 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.31 | 2.83 |
| Energy | 9.14 | 5.36 |
| Technology | 7.33 | 7.47 |
| Consumer Cyclical | 10.76 | 12.56 |
| Basic Materials | 9.98 | 7.08 |
| Industrials | 6.68 | 14.08 |
| Financial Services | 29.45 | 33.69 |
| Healthcare | 6.67 | 4.49 |
| Consumer Defensive | 4.02 | 1.75 |
| Utilities | 4.14 | 2.35 |
| Communication Services | 3.35 | 6.15 |
| Real Estate | 1.16 | 2.2 |
Top Comparisons
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns19.66%
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3Y Returns13.95%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.32%
Tata Silver Exchange Traded Fund
3Y Returns0%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.01%
UTI Banking & PSU Fund- Regular Plan - Growth Option
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Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns20.94%
Quant Flexi Cap Fund-Growth
3Y Returns14.8%
