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Sundaram Diversified Equity (ELSS) Regular Plan vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹27306 Cr | ₹1468 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 15% | 18% |
| Expense Ratio | 1.6 | 2.21 |
| Manager | Dinesh Balachandran | Sudhir Kedia |
| ISIN Code | INF200K01495 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.26% | 3.41% |
| 6 Month | -3.25% | -0.89% |
| 1 Year | 7.13% | 6.42% |
| 3 Year | 24.22% | 13.4% |
| 5 Year | 28.32% | 21.43% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.66% | 2.11% |
| 1 Year | -3.7% | -0.89% |
| 3 Year | 23.74% | 12.79% |
| 5 Year | 23.76% | 14.93% |
Rolling Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.61% | 12.34% |
| 3 Year | 12.89% | 14.95% |
| 5 Year | 13.14% | 13.23% |
Risk Management
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 11.71% |
| Sharp | 1.03% | 0.35% |
| Beta | 0.95% | 0.87% |
| Alpha | 8.29% | -1.41% |
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Fund Managers
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Dinesh Balachandran | Sudhir Kedia |
| Total AUM | ₹69808 Cr | ₹10423 Cr |
| Funds Managed | 4 | 8 |
| SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 13.13 | 3.85 |
| Large Cap | 58.86 | 72.56 |
| Small Cap | 9.25 | 10.27 |
| Mid Cap | 18.76 | 13.33 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 13.06 | 4.33 |
| Energy | 7.8 | 5.59 |
| Technology | 9.22 | 9.43 |
| Consumer Cyclical | 8.19 | 10.51 |
| Basic Materials | 7.96 | 5.59 |
| Industrials | 7.96 | 11.4 |
| Financial Services | 25.67 | 33.52 |
| Healthcare | 7.68 | 6.76 |
| Consumer Defensive | 3.92 | 6.1 |
| Utilities | 4.36 | 1.44 |
| Communication Services | 3.4 | 5.33 |
| Real Estate | 0.78 | - |
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