ADITYA BIRLA SUN LIFE 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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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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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	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)	₹27306 Cr	₹14626 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	1.7
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	1.72%	3.06%
6 Month	-5.97%	-6.74%
1 Year	10.07%	9.26%
3 Year	23.12%	11.45%
5 Year	29.73%	16.51%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	-0.77%	0.75%
1 Year	-5.15%	-4.19%
3 Year	23.15%	12.77%
5 Year	23.49%	11.68%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	10.61%	11.75%
3 Year	12.89%	11.9%
5 Year	13.14%	12.76%

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	1.03%	0.29%
Beta	0.95%	0.92%
Alpha	8.29%	-2.4%

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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
Funds Managed	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	13.13	1.41
Large Cap	58.86	69.74
Small Cap	9.25	14.15
Mid Cap	18.76	14.72

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	13.06	1.41
Energy	7.8	-
Technology	9.22	-
Consumer Cyclical	8.19	-
Basic Materials	7.96	-
Industrials	7.96	-
Financial Services	25.67	-
Healthcare	7.68	-
Consumer Defensive	3.92	-
Utilities	4.36	-
Communication Services	3.4	-
Real Estate	0.78	-
Petroleum Products	-	5.59
IT - Software	-	8.82
Construction	-	3.17
Finance	-	7.17
Non - Ferrous Metals	-	0.87
Banks	-	20.98
Pharmaceuticals & Biotechnology	-	6.02
Chemicals & Petrochemicals	-	1.17
Paper, Forest & Jute Products	-	1.01
Healthcare Services	-	3.76
Cement & Cement Products	-	2.22
Automobiles	-	3.9
Personal Products	-	2.21
Transport Services	-	2.22
Diversified FMCG	-	1.24
Insurance	-	1.05
Realty	-	0.59
Retailing	-	4.24
Diversified Metals	-	0.94
Oil	-	1.59
Consumer Durables	-	2.73
Industrial Products	-	1.02
Leisure Services	-	2.08
Auto Components	-	1.74
Telecom - Services	-	3.62
Fertilizers & Agrochemicals	-	1.19
Industrial Manufacturing	-	1.49
Capital Markets	-	0.59
Power	-	1.3
Transport Infrastructure	-	1.96
Ferrous Metals	-	1.51
Beverages	-	0.62