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 3.37% 5.86%
6 Month 18.03% 22.27%
1 Year 52.45% 46.09%
3 Year 26.44% 20.18%
5 Year 27.43% 24.77%

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 24.14% 20.07%
3 Year 61.1% 43.95%
5 Year 108.17% 84.74%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 27.83% 24.81%
3 Year 76.83% 62.36%
5 Year 116.62% 92.88%

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 1.51% 1.1%
Beta 0.93% 0.94%
Alpha 9.01% 1.82%

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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

Small Cap 14.68 14.21
Others 11 1.62
Large Cap 52.27 64.8
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

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

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