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

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SBI Long Term Equity Fund - Regular Plan- Growth

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹27306 Cr	₹4398 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	1.6	1.82
Manager	Dinesh Balachandran	Sailesh Jain
ISIN Code	INF200K01495	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	7.53%	8.21%
6 Month	1.64%	0.05%
1 Year	10.63%	12.3%
3 Year	28.23%	19.48%
5 Year	30.02%	23.92%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-0.1%	-0.48%
1 Year	-5.39%	-6.09%
3 Year	21.67%	13.12%
5 Year	22.36%	15.13%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	10.61%	13.97%
3 Year	12.89%	14.85%
5 Year	13.14%	13.39%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	13.09%	14.429%
Sharp	1.17%	0.451%
Beta	0.94%	0.972%
Alpha	7.87%	0.237%

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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	9.01	5.12
Large Cap	61.32	60.14
Small Cap	11.41	24.69
Mid Cap	18.26	10.05

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	9.01	4.54
Petroleum Products	6.58	-
IT - Software	10.28	-
Retailing	2.32	-
Cement & Cement Products	2.17	-
Construction	0.38	-
Non - Ferrous Metals	1.22	-
Banks	21.9	-
Pharmaceuticals & Biotechnology	5.42	-
Healthcare Services	1.03	-
Ferrous Metals	3.21	-
Insurance	2.09	-
Industrial Products	6.06	-
Automobiles	4.36	-
Personal Products	0.84	-
Finance	2.69	-
Capital Markets	1.47	-
Gas	2.96	-
Transport Services	0.56	-
Diversified FMCG	2.13	-
Electrical Equipment	0.73	-
Oil	1.51	-
Consumer Durables	1.06	-
Telecom - Services	3.48	-
Chemicals & Petrochemicals	0.58	-
Fertilizers & Agrochemicals	0.67	-
Beverages	0.88	-
Leisure Services	0.72	-
Realty	0.68	-
Power	3.01	-
Communication Services	-	3.74
Energy	-	5.19
Technology	-	7.95
Basic Materials	-	7.21
Consumer Cyclical	-	16.2
Industrials	-	13.81
Financial Services	-	31.02
Healthcare	-	3.54
Real Estate	-	2.78
Utilities	-	2.54
Consumer Defensive	-	1.49