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LIC MF Tax Plan vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Fund | SBI Long Term Equity Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹27306 Cr | ₹1093 Cr | ₹1093 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 17 Apr 2000 | 17 Apr 2000 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 15% | % | 84% |
| Expense Ratio | 1.6 | 2.13 | 2.13 |
| Manager | Dinesh Balachandran | Karan Doshi | Karan Doshi |
| ISIN Code | INF200K01495 | INF767K01956 | INF767K01956 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 1.72% | 2.26% | 2.26% |
| 6 Month | -5.97% | -3.07% | -3.07% |
| 1 Year | 10.07% | 17.04% | 17.04% |
| 3 Year | 23.12% | 14.92% | 14.92% |
| 5 Year | 29.73% | 22.55% | 22.55% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -0.77% | 0.45% | 0.45% |
| 1 Year | -5.15% | -0.3% | -0.3% |
| 3 Year | 23.15% | 16.75% | 16.75% |
| 5 Year | 23.49% | 16.58% | 16.58% |
Rolling Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 10.61% | 12.59% | 12.59% |
| 3 Year | 12.89% | 12.91% | 12.91% |
| 5 Year | 13.14% | 11.77% | 11.77% |
Risk Management
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 13.09% | 13.827% | 13.827% |
| Sharp | 1.03% | 0.433% | 0.433% |
| Beta | 0.95% | 0.878% | 0.878% |
| Alpha | 8.29% | 0.324% | 0.324% |
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Fund Managers
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Name | Dinesh Balachandran | Karan Doshi | Karan Doshi |
| Total AUM | ₹69808 Cr | ₹2592 Cr | ₹2592 Cr |
| Funds Managed | 4 | 5 | 5 |
| SBI Long Term Equity Fund - Regular Plan- Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Others | 13.13 | 4.3 | 4.3 |
| Large Cap | 58.86 | 63.76 | 63.76 |
| Small Cap | 9.25 | 17.45 | 17.45 |
| Mid Cap | 18.76 | 14.49 | 14.49 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
|---|---|---|---|
| Others | 13.06 | 3.55 | 3.55 |
| Energy | 7.8 | 1.84 | 1.84 |
| Technology | 9.22 | 8.12 | 8.12 |
| Consumer Cyclical | 8.19 | 20.62 | 20.62 |
| Basic Materials | 7.96 | 6.62 | 6.62 |
| Industrials | 7.96 | 16.66 | 16.66 |
| Financial Services | 25.67 | 28.82 | 28.82 |
| Healthcare | 7.68 | 4.27 | 4.27 |
| Consumer Defensive | 3.92 | 8.4 | 8.4 |
| Utilities | 4.36 | - | - |
| Communication Services | 3.4 | 1.11 | 1.11 |
| Real Estate | 0.78 | - | - |
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