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
| 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) | ₹27559 Cr | ₹756 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 | 2.26 |
| Manager | Dinesh Balachandran | Bhupesh Kalyani |
| ISIN Code | INF200K01495 | INF663L01FQ8 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.14% | -4.23% |
| 6 Month | -3.69% | -1.91% |
| 1 Year | 19.58% | 11.49% |
| 3 Year | 22.39% | 10.54% |
| 5 Year | 22.74% | 17.08% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.21% | 7.33% |
| 3 Year | 27.42% | 14.56% |
| 5 Year | 26.52% | 17.86% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.31% | 13.43% |
| 3 Year | 12.57% | 15.06% |
| 5 Year | 12.99% | 14.48% |
| 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 | 1.13% | 0.82% |
| Beta | 0.99% | 0.82% |
| Alpha | 7.76% | -1.45% |
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| 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 |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.1 | 5.39 |
| Large Cap | 55.87 | 58.1 |
| Small Cap | 12.09 | 13.69 |
| Mid Cap | 22.94 | 22.82 |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.1 | 5.39 |
| Petroleum Products | 5.48 | 4.39 |
| IT - Software | 9.4 | 9.24 |
| Cement & Cement Products | 2.07 | 1.84 |
| Construction | 0.9 | 2.7 |
| Non - Ferrous Metals | 1.67 | - |
| Banks | 18.98 | 15.3 |
| Pharmaceuticals & Biotechnology | 5.31 | 5.01 |
| Healthcare Services | 1.6 | 3.37 |
| Ferrous Metals | 2.8 | - |
| Insurance | 2.65 | 3.88 |
| Industrial Products | 6.34 | 1.21 |
| Automobiles | 4.91 | 0.82 |
| Personal Products | 0.93 | 0.4 |
| Finance | 3.01 | 6.99 |
| Capital Markets | 1.58 | 2.93 |
| Gas | 3.3 | - |
| Transport Services | 0.78 | 1.21 |
| Diversified FMCG | 2.56 | - |
| Electrical Equipment | 1.65 | 3.77 |
| Oil | 1.64 | - |
| Consumer Durables | 0.88 | 6.48 |
| Retailing | 1.87 | 3.28 |
| Telecom - Services | 3.26 | 2.68 |
| Chemicals & Petrochemicals | 0.65 | 3.5 |
| Fertilizers & Agrochemicals | 0.82 | - |
| Beverages | 0.85 | 3.47 |
| Leisure Services | 0.63 | 0.72 |
| Realty | 1.13 | 0.92 |
| Power | 3.25 | - |
| Aerospace & Defense | - | 1.79 |
| Auto Components | - | 4.28 |
| Industrial Manufacturing | - | 1.08 |
| Food Products | - | 1.66 |
| Household Products | - | 0.72 |
| Textiles & Apparels | - | 0.97 |
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