LIC MF Tax Plan 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 LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF Tax 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 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 ₹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

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 -5.29% 2.25% 2.25%
6 Month 10.56% 24.02% 24.02%
1 Year 51.5% 37.93% 37.93%
3 Year 23.98% 18.17% 18.17%
5 Year 24.64% 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 9.44% 12.28% 12.28%
3 Year 10.41% 12.91% 12.91%
5 Year 11.65% 11.71% 11.71%

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 1.39% 0.93% 0.93%
Beta 0.96% 0.88% 0.88%
Alpha 9.53% 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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