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

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon 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

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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