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

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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 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 Risk Very High Risk
Asset Size (Cr) ₹27306 Cr ₹3876 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 21 Jan 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 15% 70%
Expense Ratio 1.6 1.82
Manager Dinesh Balachandran Rakesh Shetty
ISIN Code INF200K01495 INF247L01544
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month -2.83% -10.77%
6 Month -9.78% -14.06%
1 Year 9.07% 9.22%
3 Year 22.84% 19.28%
5 Year 22.19% 17.59%

SIP Return Analysis

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 -5.09% -14.11%
3 Year 23.58% 20.59%
5 Year 24.47% 21.51%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year 10.61% 16.36%
3 Year 12.89% 15.34%
5 Year 13.14% 13.44%

Risk Management

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% 17.012%
Sharp 1.04% 0.847%
Beta 0.99% 0.999%
Alpha 7.2% 6.603%

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Fund Managers

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

Market Cap

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

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

Others 9.1 0.53
Large Cap 55.87 29.31
Small Cap 12.09 29.88
Mid Cap 22.94 40.29

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

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

Others 9.1 0.53
Petroleum Products 5.48 -
IT - Software 9.4 3.15
Cement & Cement Products 2.07 -
Construction 0.9 -
Non - Ferrous Metals 1.67 -
Banks 18.98 5.32
Pharmaceuticals & Biotechnology 5.31 2.94
Healthcare Services 1.6 2.7
Ferrous Metals 2.8 -
Insurance 2.65 -
Industrial Products 6.34 4.24
Automobiles 4.91 -
Personal Products 0.93 -
Finance 3.01 5.3
Capital Markets 1.58 6.83
Gas 3.3 -
Transport Services 0.78 -
Diversified FMCG 2.56 -
Electrical Equipment 1.65 19.57
Oil 1.64 -
Consumer Durables 0.88 8.81
Retailing 1.87 13.79
Telecom - Services 3.26 -
Chemicals & Petrochemicals 0.65 4.32
Fertilizers & Agrochemicals 0.82 -
Beverages 0.85 -
Leisure Services 0.63 -
Realty 1.13 6.96
Power 3.25 -
Aerospace & Defense - 7.24
Industrial Manufacturing - 5.65
Auto Components - 2.66

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