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Sundaram Diversified Equity (ELSS) Regular Plan vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
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) | ₹29937 Cr | ₹1461 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.19% | 1.12% |
| 6 Month | 11.45% | 14.11% |
| 1 Year | -2.28% | -1.03% |
| 3 Year | 22.97% | 12.11% |
| 5 Year | 25.2% | 18.83% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.9% | 3.28% |
| 1 Year | 8.07% | 10.49% |
| 3 Year | 20.51% | 12.62% |
| 5 Year | 21.45% | 13.55% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 11.71% |
| Sharp | 1.18% | 0.58% |
| Beta | 0.96% | 0.84% |
| Alpha | 6.98% | -1.04% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 7.8 | 13.97 |
| Large Cap | 61.91 | 68.83 |
| Small Cap | 12.03 | 7.44 |
| Mid Cap | 18.26 | 9.76 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 6.26 | 13.97 |
| Energy | 9.03 | 6.49 |
| Technology | 7.83 | 5.44 |
| Consumer Cyclical | 9.31 | 13.47 |
| Basic Materials | 10.03 | 6.38 |
| Industrials | 8.45 | 5.93 |
| Financial Services | 29.46 | 29.04 |
| Healthcare | 7.59 | 5.49 |
| Consumer Defensive | 4.53 | 7.3 |
| Utilities | 4.47 | 3.19 |
| Communication Services | 1.94 | 3.29 |
| Real Estate | 1.1 | - |
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