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 | Very High |
| Asset Size (Cr) | ₹27559 Cr | ₹1140 Cr | ₹1140 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 |
| 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 | -3.14% | -3.22% | -3.22% |
| 6 Month | -3.69% | -1.48% | -1.48% |
| 1 Year | 19.58% | 18.77% | 18.77% |
| 3 Year | 22.39% | 13.07% | 13.07% |
| 5 Year | 22.74% | 14.66% | 14.66% |
| 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 | 5.21% | 9.61% | 9.61% |
| 3 Year | 27.42% | 18.56% | 18.56% |
| 5 Year | 26.52% | 18.26% | 18.26% |
| 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 | 1.13% | 0.93% | 0.93% |
| Beta | 0.99% | 0.88% | 0.88% |
| Alpha | 7.76% | 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 | 9.1 | 1.15 | 1.15 |
| Large Cap | 55.87 | 63.81 | 63.81 |
| Small Cap | 12.09 | 19.31 | 19.31 |
| Mid Cap | 22.94 | 15.76 | 15.76 |
| 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 | 9.1 | 1.15 | 1.15 |
| Petroleum Products | 5.48 | 1.8 | 1.8 |
| IT - Software | 9.4 | 9.31 | 9.31 |
| Cement & Cement Products | 2.07 | 2.69 | 2.69 |
| Construction | 0.9 | 2.19 | 2.19 |
| Non - Ferrous Metals | 1.67 | - | - |
| Banks | 18.98 | 21.22 | 21.22 |
| Pharmaceuticals & Biotechnology | 5.31 | 3.66 | 3.66 |
| Healthcare Services | 1.6 | - | - |
| Ferrous Metals | 2.8 | - | - |
| Insurance | 2.65 | - | - |
| Industrial Products | 6.34 | 7.22 | 7.22 |
| Automobiles | 4.91 | 4.55 | 4.55 |
| Personal Products | 0.93 | - | - |
| Finance | 3.01 | 5.65 | 5.65 |
| Capital Markets | 1.58 | - | - |
| Gas | 3.3 | - | - |
| Transport Services | 0.78 | 1.46 | 1.46 |
| Diversified FMCG | 2.56 | 3.12 | 3.12 |
| Electrical Equipment | 1.65 | 3.25 | 3.25 |
| Oil | 1.64 | - | - |
| Consumer Durables | 0.88 | 7.53 | 7.53 |
| Retailing | 1.87 | 6.9 | 6.9 |
| Telecom - Services | 3.26 | - | - |
| Chemicals & Petrochemicals | 0.65 | 2.52 | 2.52 |
| Fertilizers & Agrochemicals | 0.82 | 3.1 | 3.1 |
| Beverages | 0.85 | 1.7 | 1.7 |
| Leisure Services | 0.63 | 1.24 | 1.24 |
| Realty | 1.13 | - | - |
| Power | 3.25 | - | - |
| Auto Components | - | 5.1 | 5.1 |
| IT - Services | - | 1.08 | 1.08 |
| Food Products | - | 2.51 | 2.51 |
| Agricultural Food & other Products | - | 1.08 | 1.08 |
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