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

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SBI Long Term Equity 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 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

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%

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%

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%

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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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

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

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