ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs SBI Long Term Equity Fund compare

SBI Long Term Equity Fund - Regular Plan- Growth

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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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Overview

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)	₹27559 Cr	₹15895 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	31 Mar 1993	07 Mar 2008
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	15%	26%
Expense Ratio	1.6	1.68
Manager	Dinesh Balachandran	Atul Penkar
ISIN Code	INF200K01495	INF209K01108
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month	1.08%	0.87%
6 Month	1.04%	0.07%
1 Year	32.96%	19.65%
3 Year	25.91%	12.32%
5 Year	24.21%	11.89%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	-	-
1 Year	14.84%	8.91%
3 Year	30.52%	16.6%
5 Year	28.36%	14.57%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	10.31%	11.54%
3 Year	12.57%	11.95%
5 Year	12.99%	12.9%

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	1.24%	0.44%
Beta	0.98%	0.93%
Alpha	7.54%	-3.58%

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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	9.1	0.71
Large Cap	55.87	68.16
Small Cap	12.09	14.39
Mid Cap	22.94	16.78

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	9.1	0.71
Petroleum Products	5.48	5.79
IT - Software	9.4	6.8
Cement & Cement Products	2.07	1.8
Construction	0.9	4.78
Non - Ferrous Metals	1.67	0.81
Banks	18.98	19.95
Pharmaceuticals & Biotechnology	5.31	6.33
Healthcare Services	1.6	3.29
Ferrous Metals	2.8	1.07
Insurance	2.65	1.96
Industrial Products	6.34	-
Automobiles	4.91	5.21
Personal Products	0.93	2.4
Finance	3.01	6.67
Capital Markets	1.58	0.69
Gas	3.3	-
Transport Services	0.78	2.02
Diversified FMCG	2.56	1.31
Electrical Equipment	1.65	0.01
Oil	1.64	1.62
Consumer Durables	0.88	4.01
Retailing	1.87	3.81
Telecom - Services	3.26	3.19
Chemicals & Petrochemicals	0.65	1.16
Fertilizers & Agrochemicals	0.82	1.71
Beverages	0.85	0.6
Leisure Services	0.63	2.33
Realty	1.13	1.48
Power	3.25	1.46
Paper, Forest & Jute Products	-	1.23
Diversified Metals	-	0.95
Auto Components	-	2.57
Industrial Manufacturing	-	2.32