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Tata ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
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) | ₹29667 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 | 1.59 | 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 Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Month | 3.02% | 2.32% |
| 6 Month | -1.83% | -4% |
| 1 Year | 4.39% | 5.72% |
| 3 Year | 28.85% | 20.04% |
| 5 Year | 28.61% | 22.59% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 6 Month | 6.72% | 6.87% |
| 1 Year | 5.34% | 4.39% |
| 3 Year | 23.97% | 15.88% |
| 5 Year | 23.62% | 16.57% |
Rolling Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Year | 10.42% | 13.57% |
| 3 Year | 13.24% | 14.8% |
| 5 Year | 13.27% | 13.66% |
Risk Management
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Standard Deviation | 12.68% | 14.429% |
| Sharp | 1.49% | 0.451% |
| Beta | 0.9% | 0.972% |
| Alpha | 8.36% | 0.237% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 9.14 | 5.12 |
| Large Cap | 61.53 | 60.14 |
| Small Cap | 11.28 | 24.69 |
| Mid Cap | 18.05 | 10.05 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 9.14 | 4.54 |
| Petroleum Products | 7.08 | - |
| IT - Software | 9.75 | - |
| Retailing | 2.39 | - |
| Cement & Cement Products | 2.02 | - |
| Construction | 0.35 | - |
| Non - Ferrous Metals | 1.08 | - |
| Banks | 22.62 | - |
| Pharmaceuticals & Biotechnology | 5.72 | - |
| Healthcare Services | 0.98 | - |
| Ferrous Metals | 3.05 | - |
| Insurance | 2.15 | - |
| Industrial Products | 5.54 | - |
| Automobiles | 4.39 | - |
| Personal Products | 0.88 | - |
| Finance | 2.54 | - |
| Capital Markets | 1.56 | - |
| Gas | 3.01 | - |
| Transport Services | 0.65 | - |
| Diversified FMCG | 3.2 | - |
| Electrical Equipment | 0.72 | - |
| Oil | 1.46 | - |
| Consumer Durables | 1.01 | - |
| Telecom - Services | 2 | - |
| Chemicals & Petrochemicals | 0.54 | - |
| Fertilizers & Agrochemicals | 0.71 | - |
| Beverages | 0.92 | - |
| Leisure Services | 0.75 | - |
| Realty | 0.76 | - |
| Power | 3.03 | - |
| 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 |
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