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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 Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹32326 Cr | ₹1484 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.02% | -0.66% |
| 6 Month | 4.45% | 4.09% |
| 1 Year | 4.17% | 4.86% |
| 3 Year | 22.59% | 12.76% |
| 5 Year | 21.73% | 15.26% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.37% | 0.56% |
| 1 Year | 9.93% | 9.38% |
| 3 Year | 17.81% | 11.29% |
| 5 Year | 20.19% | 12.5% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.11% | 12.78% |
| 3 Year | 15.88% | 15.08% |
| 5 Year | 13.92% | 14.04% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 11.71% |
| Sharp | 1.21% | 0.62% |
| Beta | 0.95% | 0.84% |
| Alpha | 6.3% | -1.39% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.93 | 3.71 |
| Large Cap | 59.36 | 69.67 |
| Small Cap | 12.34 | 16.7 |
| Mid Cap | 18.36 | 9.92 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.31 | 2.04 |
| Energy | 9.14 | 8.19 |
| Technology | 7.33 | 8.18 |
| Consumer Cyclical | 10.76 | 11.36 |
| Basic Materials | 9.98 | 8.47 |
| Industrials | 6.68 | 10.28 |
| Financial Services | 29.45 | 25.31 |
| Healthcare | 6.67 | 5.96 |
| Consumer Defensive | 4.02 | 8.81 |
| Utilities | 4.14 | 7.01 |
| Communication Services | 3.35 | 4.39 |
| Real Estate | 1.16 | - |
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