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PGIM India ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹27306 Cr | ₹749 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 TRI | NIFTY 500 TRI |
| Turn Over | 15% | 24% |
| Expense Ratio | 1.6 | 2.25 |
| Manager | Dinesh Balachandran | Bhupesh Kalyani |
| ISIN Code | INF200K01495 | INF663L01FQ8 |
| Exits Load | Data not available./365 | Data not available./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 | 5.65% | 5.86% |
| 6 Month | -10.68% | -8.95% |
| 1 Year | 7.99% | 7.08% |
| 3 Year | 22.56% | 10.05% |
| 5 Year | 31.94% | 25.71% |
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 | -3.66% | -3.35% |
| 1 Year | -6.43% | -4.19% |
| 3 Year | 23.63% | 11.56% |
| 5 Year | 24.02% | 15.11% |
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 | 10.61% | 13.86% |
| 3 Year | 12.89% | 14.64% |
| 5 Year | 13.14% | 14.65% |
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% | 12.863% |
| Sharp | 1.05% | 0.332% |
| Beta | 0.96% | 0.854% |
| Alpha | 8.59% | -1.233% |
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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 |
| Funds Managed | 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 | 9.84 | 3.45 |
| Large Cap | 59.98 | 61.08 |
| Small Cap | 10.2 | 13.04 |
| Mid Cap | 19.98 | 22.44 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.76 | 3.41 |
| Energy | 8.03 | 5.97 |
| Technology | 10.54 | 12.35 |
| Consumer Cyclical | 8.83 | 9.53 |
| Basic Materials | 7.4 | 7.34 |
| Industrials | 9.85 | 13.28 |
| Financial Services | 25.05 | 26.74 |
| Healthcare | 7.38 | 11.12 |
| Consumer Defensive | 4.14 | 6.12 |
| Utilities | 4.73 | - |
| Communication Services | 3.31 | 3.68 |
| Real Estate | 0.97 | 0.47 |
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