Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs SBI Long Term Equity Fund compare

SBI Long Term Equity Fund - Regular Plan- Growth

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Overview

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Fund	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹25732 Cr	₹3710 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	31 Mar 1993	05 Jan 2015
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	15%	70%
Expense Ratio	1.61	1.84
Manager	Dinesh Balachandran	Rakesh Shetty
ISIN Code	INF200K01495	INF247L01544
Exits Load	Nil/365	Nil/365

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month	3.37%	6.73%
6 Month	18.03%	29.38%
1 Year	52.45%	63.68%
3 Year	26.44%	25.84%
5 Year	27.43%	25.84%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	-	-
1 Year	24.14%	24.74%
3 Year	61.1%	56.99%
5 Year	108.17%	96.29%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year	27.83%	25.72%
3 Year	76.83%	70.31%
5 Year	116.62%	108.16%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation	13.09%	13.65%
Sharp	1.51%	1.24%
Beta	0.93%	0.95%
Alpha	9.01%	4.45%

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Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Name	Dinesh Balachandran	Rakesh Shetty
Total AUM	₹69808 Cr	₹33886 Cr
Fund Manage	4	19
	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Small Cap	14.68	21.58
Others	11	3.33
Large Cap	52.27	35.29
Mid Cap	22.05	39.8

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Capital Goods	9	-
Others	9.03	3.33
Financial	20.96	-
Energy	15.89	-
Automobile	7.87	-
Communication	3.2	-
Healthcare	7.61	-
Metals & Mining	5.52	-
Technology	5.41	-
Consumer Staples	2.64	-
Insurance	3	-
Construction	1.76	-
Services	3.69	-
Chemicals	1.45	-
Materials	2.39	-
Consumer Discretionary	0.58	-
Retailing	-	14.2
Realty	-	8.41
Consumer Durables	-	7.33
Electrical Equipment	-	15.32
Aerospace & Defense	-	9.29
Industrial Manufacturing	-	5.82
Banks	-	8.53
Healthcare Services	-	3.22
IT - Software	-	2.77
Chemicals & Petrochemicals	-	2.73
Capital Markets	-	4.95
Finance	-	7.03
Auto Components	-	2.39
Pharmaceuticals & Biotechnology	-	2.37
Telecom - Services	-	2.31