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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) | ₹30420 Cr | ₹1442 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 | 4.68% | 4.08% |
| 6 Month | 7.25% | 7.15% |
| 1 Year | 3.77% | 6.19% |
| 3 Year | 24.07% | 13.42% |
| 5 Year | 25.72% | 19.13% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.28% | 1.43% |
| 1 Year | 10.84% | 10.49% |
| 3 Year | 20.05% | 12.26% |
| 5 Year | 21.36% | 13.22% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.07% | 11.54% |
| 3 Year | 13.66% | 14.89% |
| 5 Year | 13.41% | 13.59% |
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 | 1.28% | 0.64% |
| Beta | 0.96% | 0.84% |
| Alpha | 6.79% | -1.57% |
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 | 8.27 | 2.9 |
| Large Cap | 60.68 | 71.59 |
| Small Cap | 12.81 | 16.93 |
| Mid Cap | 18.24 | 8.58 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.48 | 2.9 |
| Energy | 8.88 | 7.55 |
| Technology | 7.25 | 7.19 |
| Consumer Cyclical | 10.25 | 12.8 |
| Basic Materials | 10.8 | 8.81 |
| Industrials | 7.51 | 10.01 |
| Financial Services | 28.72 | 22.93 |
| Healthcare | 7.32 | 7.73 |
| Consumer Defensive | 4.32 | 10.1 |
| Utilities | 4.26 | 5.95 |
| Communication Services | 3.17 | 4.04 |
| Real Estate | 1.04 | - |
Top Comparisons
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3Y Returns6.21%
