Tata ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

Tata ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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Tata ELSS Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Tata ELSS Fund - Regular Plan - Growth Option
Fund	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Tata ELSS Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹31783 Cr	₹4717 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	31 Mar 1993	13 Oct 2014
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	15%	20%
Expense Ratio	1.59	1.82
Manager	Dinesh Balachandran	Sailesh Jain
ISIN Code	INF200K01495	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Month	2.64%	3.49%
6 Month	5.35%	7.07%
1 Year	7.07%	7.12%
3 Year	23.27%	15.2%
5 Year	24.22%	18.26%

SIP Return Analysis

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	2.27%	3.53%
1 Year	11.54%	14.53%
3 Year	18.99%	14.7%
5 Year	20.57%	15.02%

Rolling Lumpsum Returns

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	11.17%	12.49%
3 Year	15.72%	15.03%
5 Year	13.88%	14.05%

Risk Management

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	13.06%	13.16%
Sharp	1.19%	0.66%
Beta	0.95%	0.97%
Alpha	6.61%	-0.46%

Fund Managers

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Tata ELSS Fund - Regular Plan - Growth Option
Name	Dinesh Balachandran	Sailesh Jain
Total AUM	₹69808 Cr	₹17041 Cr
Funds Managed	4	7
	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Tata ELSS Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	8.27	8.5
Large Cap	60.68	59.62
Small Cap	12.81	21.72
Mid Cap	18.24	10.16

Sector Allocation

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	6.48	4.39
Energy	8.88	5.29
Technology	7.25	6.03
Consumer Cyclical	10.25	14.67
Basic Materials	10.8	7.06
Industrials	7.51	14.31
Financial Services	28.72	33.88
Healthcare	7.32	3.19
Consumer Defensive	4.32	1.83
Utilities	4.26	2.58
Communication Services	3.17	4.18
Real Estate	1.04	2.59

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