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) ₹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

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 1.43% 4.23%
6 Month 1.24% 5.22%
1 Year 30.19% 16.86%
3 Year 24.77% 14.11%
5 Year 24.26% 18.5%

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 14.84% 15.59%
3 Year 30.52% 17.35%
5 Year 28.36% 19.73%

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 10.31% 13.43%
3 Year 12.57% 15.06%
5 Year 12.99% 14.48%

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 1.24% 0.82%
Beta 0.98% 0.82%
Alpha 7.54% -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 9.1 5.39
Large Cap 55.87 58.1
Small Cap 12.09 13.69
Mid Cap 22.94 22.82

Sector Allocation

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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