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 | 6.44% | 6.59% |
6 Month | 0.36% | 2.5% |
1 Year | 10.49% | 9% |
3 Year | 27.83% | 16.79% |
5 Year | 29.27% | 22.61% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | -0.1% | 1.31% |
1 Year | -5.39% | -2.09% |
3 Year | 21.67% | 11.35% |
5 Year | 22.36% | 13.78% |
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 | 1.17% | 0.57% |
Beta | 0.94% | 0.87% |
Alpha | 7.87% | -0.89% |
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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 | 9.01 | 3.87 |
Large Cap | 61.32 | 72.32 |
Small Cap | 11.41 | 10.66 |
Mid Cap | 18.26 | 13.14 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 9.01 | 3.87 |
Petroleum Products | 6.58 | 5.03 |
IT - Software | 10.28 | 6.08 |
Retailing | 2.32 | 3.33 |
Cement & Cement Products | 2.17 | 3 |
Construction | 0.38 | 3.83 |
Non - Ferrous Metals | 1.22 | - |
Banks | 21.9 | 28.3 |
Pharmaceuticals & Biotechnology | 5.42 | 5.19 |
Healthcare Services | 1.03 | 2.28 |
Ferrous Metals | 3.21 | - |
Insurance | 2.09 | 0.95 |
Industrial Products | 6.06 | - |
Automobiles | 4.36 | 5.43 |
Personal Products | 0.84 | - |
Finance | 2.69 | 3.64 |
Capital Markets | 1.47 | 2.04 |
Gas | 2.96 | 1.04 |
Transport Services | 0.56 | 3.5 |
Diversified FMCG | 2.13 | 3.72 |
Electrical Equipment | 0.73 | 0.89 |
Oil | 1.51 | 0.74 |
Consumer Durables | 1.06 | 3.16 |
Telecom - Services | 3.48 | 3.4 |
Chemicals & Petrochemicals | 0.58 | 0.9 |
Fertilizers & Agrochemicals | 0.67 | 2.15 |
Beverages | 0.88 | 1.15 |
Leisure Services | 0.72 | 1.03 |
Realty | 0.68 | - |
Power | 3.01 | 0.96 |
IT - Services | - | 0.55 |
Industrial Manufacturing | - | 0.92 |
Agricultural Food & other Products | - | 1.19 |
Auto Components | - | 1.19 |
Transport Infrastructure | - | 0.53 |
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