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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
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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Month | 6.08% | 6.68% |
| 6 Month | -10.96% | -12.95% |
| 1 Year | 10.19% | 7.19% |
| 3 Year | 23.84% | 11.67% |
| 5 Year | 31.63% | 17.22% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | -3.66% | -3.82% |
| 1 Year | -6.43% | -8.64% |
| 3 Year | 23.63% | 11.88% |
| 5 Year | 24.02% | 11.33% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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 | 1.05% | 0.27% |
| Beta | 0.96% | 0.91% |
| Alpha | 8.59% | -2.59% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 9.84 | 2.96 |
| Large Cap | 59.98 | 68.17 |
| Small Cap | 10.2 | 14.14 |
| Mid Cap | 19.98 | 14.73 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 9.76 | 1.98 |
| Energy | 8.03 | 7.82 |
| Technology | 10.54 | 10.1 |
| Consumer Cyclical | 8.83 | 14.16 |
| Basic Materials | 7.4 | 7.41 |
| Industrials | 9.85 | 10.89 |
| Financial Services | 25.05 | 25.62 |
| Healthcare | 7.38 | 10.27 |
| Consumer Defensive | 4.14 | 6.33 |
| Utilities | 4.73 | 1.26 |
| Communication Services | 3.31 | 3.5 |
| Real Estate | 0.97 | 0.67 |
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