- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹30616 Cr | ₹4711 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 | -1.61% | -1.61% |
| 6 Month | 6.68% | 7.76% |
| 1 Year | -1.21% | -0.29% |
| 3 Year | 25.49% | 16.62% |
| 5 Year | 26.05% | 20.78% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.38% | 5.1% |
| 1 Year | 5.49% | 4.93% |
| 3 Year | 22.87% | 15.39% |
| 5 Year | 23.11% | 16.24% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.42% | 13.57% |
| 3 Year | 13.24% | 14.8% |
| 5 Year | 13.27% | 13.66% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.09% | 14.00% |
| Sharp | 1.58% | 0.97% |
| Beta | 0.94% | 0.97% |
| Alpha | 7.03% | 0.47% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 8.95 | 9.09 |
| Large Cap | 62.6 | 59.32 |
| Small Cap | 11.16 | 21.35 |
| Mid Cap | 17.29 | 10.24 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.12 | 5.19 |
| Energy | 9.52 | 5.51 |
| Technology | 9.8 | 6.75 |
| Consumer Cyclical | 8.7 | 14.22 |
| Basic Materials | 9.58 | 6.85 |
| Industrials | 8.15 | 13.87 |
| Financial Services | 28.38 | 34.15 |
| Healthcare | 7.37 | 3.23 |
| Consumer Defensive | 4.46 | 1 |
| Utilities | 4.84 | 2.45 |
| Communication Services | 2.01 | 4.32 |
| Real Estate | 1.06 | 2.46 |
Top Comparisons
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.08%
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
3Y Returns5.74%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns17.55%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns18.42%
Kotak Flexicap Fund - Growth
3Y Returns18.12%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns20.47%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.53%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns14.03%
