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) | ₹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 |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.61% | -3.68% |
| 6 Month | 6.49% | 7.32% |
| 1 Year | 40.12% | 19.66% |
| 3 Year | 22.19% | 11.71% |
| 5 Year | 23.86% | 17.49% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.6% | 15.18% |
| 3 Year | 32.61% | 16.4% |
| 5 Year | 29.34% | 19.17% |
| 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 | 1.16% | 0.82% |
| Beta | 0.99% | 0.82% |
| Alpha | 7.42% | -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 | 11 | 4.77 |
| Large Cap | 52.27 | 61.99 |
| Small Cap | 14.68 | 13.77 |
| Mid Cap | 22.05 | 19.47 |
| 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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