ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Fund | SBI Long Term Equity Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹25732 Cr | ₹16326 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 29 Mar 1996 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 15% | 26% |
| Expense Ratio | 1.61 | 1.68 |
| Manager | Dinesh Balachandran | Atul Penkar |
| ISIN Code | INF200K01495 | INF209K01108 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Month | 4.03% | 6.31% |
| 6 Month | 24.74% | 24.38% |
| 1 Year | 53.05% | 35.06% |
| 3 Year | 27.31% | 13.14% |
| 5 Year | 27.47% | 15.84% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 24.14% | 15.99% |
| 3 Year | 61.1% | 30.49% |
| 5 Year | 108.17% | 47.62% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 27.83% | 15.28% |
| 3 Year | 76.83% | 36.01% |
| 5 Year | 116.62% | 53.59% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 13.09% | 11.52% |
| Sharp | 1.41% | 0.59% |
| Beta | 0.96% | 0.92% |
| Alpha | 9.39% | -3.39% |
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| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Name | Dinesh Balachandran | Atul Penkar |
| Total AUM | ₹69808 Cr | ₹21393 Cr |
| Fund Manage | 4 | 3 |
| SBI Long Term Equity Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 11 | 1.44 |
| Large Cap | 52.27 | 65.43 |
| Small Cap | 14.68 | 12.19 |
| Mid Cap | 22.05 | 20.95 |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 9.03 | 1.44 |
| Automobile | 7.87 | 9.97 |
| Energy | 15.89 | 9.45 |
| Technology | 5.41 | 6.45 |
| Materials | 2.39 | 2.35 |
| Construction | 1.76 | 5.76 |
| Metals & Mining | 5.52 | 1.86 |
| Financial | 20.96 | 23.09 |
| Healthcare | 7.61 | 7.92 |
| Insurance | 3 | 1.15 |
| Consumer Staples | 2.64 | 6.32 |
| Services | 3.69 | 11.2 |
| Capital Goods | 9 | 3.27 |
| Consumer Discretionary | 0.58 | 3.68 |
| Communication | 3.2 | 3.57 |
| Chemicals | 1.45 | 1.97 |
| Diversified | - | 0.56 |
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