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SBI Long Term Equity Fund vs DSP ELSS Tax Saver Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹27306 Cr | ₹15985 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 18 Jan 2007 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 15% | 35% |
| Expense Ratio | 1.6 | 1.64 |
| Manager | Dinesh Balachandran | Rohit Singhania |
| ISIN Code | INF200K01495 | INF740K01185 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.08% | 8.02% |
| 6 Month | -10.96% | -9.74% |
| 1 Year | 10.19% | 16.63% |
| 3 Year | 23.84% | 18.48% |
| 5 Year | 31.63% | 28.93% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.66% | -2.2% |
| 1 Year | -6.43% | -2.34% |
| 3 Year | 23.63% | 20.23% |
| 5 Year | 24.02% | 20.81% |
Rolling Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.61% | 14.52% |
| 3 Year | 12.89% | 16.2% |
| 5 Year | 13.14% | 15.57% |
Risk Management
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 12.57% |
| Sharp | 1.05% | 0.69% |
| Beta | 0.96% | 0.95% |
| Alpha | 8.59% | 3.25% |
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Fund Managers
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dinesh Balachandran | Rohit Singhania |
| Total AUM | ₹69808 Cr | ₹46862 Cr |
| Funds Managed | 4 | 7 |
| SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.84 | 4.13 |
| Large Cap | 59.98 | 64.92 |
| Small Cap | 10.2 | 14.24 |
| Mid Cap | 19.98 | 16.71 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.76 | 2.93 |
| Energy | 8.03 | 3.79 |
| Technology | 10.54 | 7.93 |
| Consumer Cyclical | 8.83 | 9.91 |
| Basic Materials | 7.4 | 8.86 |
| Industrials | 9.85 | 7.29 |
| Financial Services | 25.05 | 36.23 |
| Healthcare | 7.38 | 9.31 |
| Consumer Defensive | 4.14 | 5.18 |
| Utilities | 4.73 | 4.03 |
| Communication Services | 3.31 | 4.54 |
| Real Estate | 0.97 | - |
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