DSP ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon DSP ELSS Tax Saver Fund - Regular Plan - Growth

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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 DSP ELSS Tax Saver Fund - Regular Plan - Growth
Fund SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25732 Cr ₹16287 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 05 Jan 2007
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 35%
Expense Ratio 1.61 1.65
Manager Dinesh Balachandran Rohit Singhania
ISIN Code INF200K01495 INF740K01185
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -6.36% -6.54%
6 Month 8.85% 12.78%
1 Year 41.24% 37.26%
3 Year 21.08% 16.22%
5 Year 23.97% 21.26%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 25.6% 27.18%
3 Year 32.61% 26.94%
5 Year 29.34% 25.36%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 10.31% 14.07%
3 Year 12.57% 16.07%
5 Year 12.99% 15.38%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 13.09% 12.57%
Sharp 1.16% 0.85%
Beta 0.99% 0.97%
Alpha 7.42% 2.95%

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Fund Managers

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
Name Dinesh Balachandran Rohit Singhania
Total AUM ₹69808 Cr ₹46862 Cr
Fund Manage 4 7
SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Others 11 1.62
Large Cap 52.27 64.8
Small Cap 14.68 14.21
Mid Cap 22.05 19.37

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Others 9.03 1.43
Automobile 7.87 8.04
Energy 15.89 9.48
Technology 5.41 7.54
Materials 2.39 3.13
Construction 1.76 2.13
Metals & Mining 5.52 2.7
Financial 20.96 34.15
Healthcare 7.61 7.16
Insurance 3 1.29
Consumer Staples 2.64 6.3
Services 3.69 1.06
Capital Goods 9 4.96
Consumer Discretionary 0.58 2.34
Communication 3.2 4.67
Chemicals 1.45 2.66
Textiles - 0.96

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