PGIM India ELSS Tax Saver Fund 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 PGIM India ELSS Tax Saver Fund - 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 PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund SBI Long Term Equity Fund - Regular Plan- Growth PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25732 Cr ₹739 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 11 Dec 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 24%
Expense Ratio 1.61 2.27
Manager Dinesh Balachandran Bhupesh Kalyani
ISIN Code INF200K01495 INF663L01FQ8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month 4.03% 1.8%
6 Month 24.74% 17.61%
1 Year 53.05% 27.43%
3 Year 27.31% 16.37%
5 Year 27.47% 20.21%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 24.14% 10.54%
3 Year 61.1% 26.45%
5 Year 108.17% 61.94%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 27.83% 21.29%
3 Year 76.83% 50.83%
5 Year 116.62% 69.64%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 13.09% 11.02%
Sharp 1.41% 0.82%
Beta 0.96% 0.82%
Alpha 9.39% -1.45%

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Fund Managers

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Name Dinesh Balachandran Bhupesh Kalyani
Total AUM ₹69808 Cr ₹2742 Cr
Fund Manage 4 13
SBI Long Term Equity Fund - Regular Plan- Growth PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 11 4.77
Large Cap 52.27 61.99
Small Cap 14.68 13.77
Mid Cap 22.05 19.47

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 9.03 2.44
Automobile 7.87 5.87
Energy 15.89 6.57
Technology 5.41 6.15
Materials 2.39 1.84
Construction 1.76 4.99
Metals & Mining 5.52 1.61
Financial 20.96 25.89
Healthcare 7.61 7.85
Insurance 3 3.19
Consumer Staples 2.64 4.43
Services 3.69 10.2
Capital Goods 9 9.13
Consumer Discretionary 0.58 2.48
Communication 3.2 2.54
Chemicals 1.45 2.98
Diversified - 0.76
Textiles - 1.08

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