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
| 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 | Average |
| Asset Size (Cr) | ₹25732 Cr | ₹1153 Cr | ₹1153 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 31 Mar 1997 | 31 Mar 1997 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open-ended | Open-Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 15% | % | 84% |
| Expense Ratio | 1.61 | 2.13 | 2.13 |
| Manager | Dinesh Balachandran | Karan Doshi | Karan Doshi |
| ISIN Code | INF200K01495 | INF767K01956 | INF767K01956 |
| Exits Load | Nil/365 | Nil/365 | Nil/365 |
| 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 | -6.05% | -5.33% | -5.33% |
| 6 Month | 6% | 8.65% | 8.65% |
| 1 Year | 39.47% | 26.96% | 26.96% |
| 3 Year | 21.96% | 12.86% | 12.86% |
| 5 Year | 23.72% | 15.52% | 15.52% |
| 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 | - | - | - |
| 1 Year | 25.6% | 24.47% | 24.47% |
| 3 Year | 32.61% | 22.1% | 22.1% |
| 5 Year | 29.34% | 20.22% | 20.22% |
| 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 | 10.31% | 12.31% | 12.31% |
| 3 Year | 12.57% | 12.84% | 12.84% |
| 5 Year | 12.99% | 11.63% | 11.63% |
| 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% | 12.19% | 12.19% |
| Sharp | 1.16% | 0.93% | 0.93% |
| Beta | 0.99% | 0.88% | 0.88% |
| Alpha | 7.42% | 0.01% | 0.01% |
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| 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 |
| Fund Manage | 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 |
| 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 | 11 | 2.84 | - |
| Large Cap | 52.27 | 61.73 | - |
| Small Cap | 14.68 | 17.23 | - |
| Mid Cap | 22.05 | 18.2 | - |
| 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 | 9.03 | 1.7 | - |
| Automobile | 7.87 | 9.73 | - |
| Energy | 15.89 | 2.07 | - |
| Technology | 5.41 | 8.75 | - |
| Materials | 2.39 | 2.69 | - |
| Construction | 1.76 | 3.18 | - |
| Metals & Mining | 5.52 | 1.58 | - |
| Financial | 20.96 | 28.72 | - |
| Healthcare | 7.61 | 3.07 | - |
| Insurance | 3 | - | - |
| Consumer Staples | 2.64 | 7.91 | - |
| Services | 3.69 | 8.55 | - |
| Capital Goods | 9 | 10.82 | - |
| Consumer Discretionary | 0.58 | 5.99 | - |
| Communication | 3.2 | - | - |
| Chemicals | 1.45 | 3.61 | - |
| Diversified | - | 1.63 | - |
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