Sundaram Diversified Equity (ELSS) Regular Plan vs SBI Long Term Equity Fund compare

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹30616 Cr	₹1519 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	1.59	2.2
Manager	Dinesh Balachandran	Sudhir Kedia
ISIN Code	INF200K01495	INF903J01538
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	-2.12%	-0.73%
6 Month	5.1%	7.28%
1 Year	-2.4%	0.88%
3 Year	25.23%	14.49%
5 Year	25.8%	19.81%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	4.38%	5.62%
1 Year	5.49%	8.81%
3 Year	22.87%	13.9%
5 Year	23.11%	14.88%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	10.2%	11.72%
3 Year	13.51%	14.94%
5 Year	13.34%	13.5%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	13.09%	11.71%
Sharp	1.58%	0.97%
Beta	0.94%	0.88%
Alpha	7.03%	-1.6%

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Scheme Name	SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	8.95	6.9
Large Cap	62.6	70.32
Small Cap	11.16	9.79
Mid Cap	17.29	12.98

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	6.12	5.92
Energy	9.52	6.37
Technology	9.8	6.64
Consumer Cyclical	8.7	11.74
Basic Materials	9.58	6.34
Industrials	8.15	10.48
Financial Services	28.38	31.88
Healthcare	7.37	6.69
Consumer Defensive	4.46	7.07
Utilities	4.84	1.86
Communication Services	2.01	5.01
Real Estate	1.06	-