SBI Long Term Equity Fund vs DSP ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

Invest Now

tortoise-icon DSP ELSS Tax Saver Fund - Regular Plan - Growth

Invest Now

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 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) ₹25732 Cr ₹16287 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 05 Jan 2007
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 35%
Expense Ratio 1.61 1.65
Manager Dinesh Balachandran Rohit Singhania
ISIN Code INF200K01495 INF740K01185
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Month 4.03% 6%
6 Month 24.74% 28.73%
1 Year 53.05% 46.47%
3 Year 27.31% 20.57%
5 Year 27.47% 24.72%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 24.14% 20.07%
3 Year 61.1% 43.95%
5 Year 108.17% 84.74%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 27.83% 24.81%
3 Year 76.83% 62.36%
5 Year 116.62% 92.88%

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 1.41% 1.02%
Beta 0.96% 0.96%
Alpha 9.39% 2.42%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 11 1.62
Large Cap 52.27 64.8
Small Cap 14.68 14.21
Mid Cap 22.05 19.37

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Others 9.03 1.43
Automobile 7.87 8.04
Energy 15.89 9.48
Technology 5.41 7.54
Materials 2.39 3.13
Construction 1.76 2.13
Metals & Mining 5.52 2.7
Financial 20.96 34.15
Healthcare 7.61 7.16
Insurance 3 1.29
Consumer Staples 2.64 6.3
Services 3.69 1.06
Capital Goods 9 4.96
Consumer Discretionary 0.58 2.34
Communication 3.2 4.67
Chemicals 1.45 2.66
Textiles - 0.96

Top Comparisons

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns5.46%

VS

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns5.07%

Compare Now

ICICI Prudential Floating Interest Fund - Growth ICICI Prudential Floating Interest Fund - Growth

3Y Returns6.01%

VS

SBI Floating Rate Debt Fund - Regular Plan - Growth SBI Floating Rate Debt Fund - Regular Plan - Growth

3Y Returns6.2%

Compare Now

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns20.57%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns26.35%

Compare Now

Franklin Asian Equity Fund - Growth Plan Franklin Asian Equity Fund - Growth Plan

3Y Returns-1.59%

VS

Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

3Y Returns7.5%

Compare Now
Request call back
Add to Cart Successfully