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

Link copied to clipboard!

SBI Long Term Equity Fund - Regular Plan- Growth

Invest Now

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Invest Now

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)	₹29667 Cr	₹1488 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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	3.02%	1.81%
6 Month	-1.83%	-1.96%
1 Year	4.39%	4.66%
3 Year	28.85%	17.43%
5 Year	28.61%	21.59%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	6.72%	6.53%
1 Year	5.34%	5.71%
3 Year	23.97%	13.14%
5 Year	23.62%	14.59%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	10.42%	11.98%
3 Year	13.24%	14.87%
5 Year	13.27%	13.4%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	12.68%	11.71%
Sharp	1.49%	0.72%
Beta	0.9%	0.87%
Alpha	8.36%	-1.4%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	9.14	4.28
Large Cap	61.53	71.87
Small Cap	11.28	9.96
Mid Cap	18.05	13.89

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	9.14	4.28
Petroleum Products	7.08	5.38
IT - Software	9.75	5.74
Retailing	2.39	2.79
Cement & Cement Products	2.02	3.91
Construction	0.35	3.15
Non - Ferrous Metals	1.08	-
Banks	22.62	29.24
Pharmaceuticals & Biotechnology	5.72	5.34
Healthcare Services	0.98	2.38
Ferrous Metals	3.05	-
Insurance	2.15	1.03
Industrial Products	5.54	0.51
Automobiles	4.39	5.42
Personal Products	0.88	-
Finance	2.54	2.46
Capital Markets	1.56	2.04
Gas	3.01	1.05
Transport Services	0.65	1.92
Diversified FMCG	3.2	5.23
Electrical Equipment	0.72	0.64
Oil	1.46	0.77
Consumer Durables	1.01	2.62
Telecom - Services	2	3.26
Chemicals & Petrochemicals	0.54	0.93
Fertilizers & Agrochemicals	0.71	2.22
Beverages	0.92	1.11
Leisure Services	0.75	1.08
Realty	0.76	-
Power	3.03	0.92
IT - Services	-	0.53
Industrial Manufacturing	-	0.93
Agricultural Food & other Products	-	1.35
Auto Components	-	1.24
Transport Infrastructure	-	0.53