LIC MF Tax Plan vs SBI Long Term Equity Fund compare

LIC MF Tax Plan vs SBI Long Term Equity Fund compare

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SBI Long Term Equity Fund - Regular Plan- Growth

LIC MF ELSS Regular Plan-Growth

LIC MF Tax Plan-Growth

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	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Fund	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹25732 Cr	₹1153 Cr	₹1153 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹0
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

Trailing Lumpsum Returns

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Month	4.03%	2.25%	2.25%
6 Month	24.74%	24.02%	24.02%
1 Year	53.05%	37.93%	37.93%
3 Year	27.31%	18.17%	18.17%
5 Year	27.47%	19.25%	19.25%

SIP Return Analysis

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
6 Month	-	-	-
1 Year	24.14%	15.28%	15.28%
3 Year	61.1%	33.14%	33.14%
5 Year	108.17%	60.38%	60.38%

Rolling Lumpsum Returns

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Year	27.83%	18.93%	18.93%
3 Year	76.83%	47.85%	47.85%
5 Year	116.62%	69.84%	69.84%

Risk Management

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Standard Deviation	13.09%	12.19%	12.19%
Sharp	1.41%	0.93%	0.93%
Beta	0.96%	0.88%	0.88%
Alpha	9.39%	0.01%	0.01%

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Fund Managers

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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 Tax Plan-Growth

Market Cap

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Others	11	2.84	-
Large Cap	52.27	61.73	-
Small Cap	14.68	17.23	-
Mid Cap	22.05	18.2	-

Sector Allocation

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax 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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