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 | 5.95% | 7.76% | 7.76% |
6 Month | -10.33% | -8.76% | -8.76% |
1 Year | 10.19% | 14.71% | 14.71% |
3 Year | 23.27% | 13.77% | 13.77% |
5 Year | 31.27% | 22.34% | 22.34% |
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 | -3.66% | -2.78% | -2.78% |
1 Year | -6.43% | -2.15% | -2.15% |
3 Year | 23.63% | 16.41% | 16.41% |
5 Year | 24.02% | 16.68% | 16.68% |
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 | 1.05% | 0.433% | 0.433% |
Beta | 0.96% | 0.878% | 0.878% |
Alpha | 8.59% | 0.324% | 0.324% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 9.84 | 4.3 | 4.3 |
Large Cap | 59.98 | 63.76 | 63.76 |
Small Cap | 10.2 | 17.45 | 17.45 |
Mid Cap | 19.98 | 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 | 9.76 | 3.55 | 3.55 |
Energy | 8.03 | 1.84 | 1.84 |
Technology | 10.54 | 8.12 | 8.12 |
Consumer Cyclical | 8.83 | 20.62 | 20.62 |
Basic Materials | 7.4 | 6.62 | 6.62 |
Industrials | 9.85 | 16.66 | 16.66 |
Financial Services | 25.05 | 28.82 | 28.82 |
Healthcare | 7.38 | 4.27 | 4.27 |
Consumer Defensive | 4.14 | 8.4 | 8.4 |
Utilities | 4.73 | - | - |
Communication Services | 3.31 | 1.11 | 1.11 |
Real Estate | 0.97 | - | - |
Top Comparisons
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns14.1%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns12.25%
Kotak Medium Term Fund - Growth
3Y Returns6.42%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns5.55%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns14.26%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns9.17%
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0%
Kotak Money Market Scheme - (Growth)
3Y Returns6.95%