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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 | 4.4% | 7.35% |
| 6 Month | -7.38% | -4.72% |
| 1 Year | 8.3% | 16.09% |
| 3 Year | 22.35% | 17.66% |
| 5 Year | 28.67% | 26.88% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.37% | -2.1% |
| 1 Year | -11.28% | -5.86% |
| 3 Year | 20.55% | 17.95% |
| 5 Year | 21.87% | 19.06% |
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 | 1.03% | 0.71% |
| Beta | 0.95% | 0.96% |
| Alpha | 8.29% | 3.68% |
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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 | 13.13 | 6.31 |
| Large Cap | 58.86 | 62.45 |
| Small Cap | 9.25 | 13.45 |
| Mid Cap | 18.76 | 17.79 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 13.06 | 4.68 |
| Energy | 7.8 | 3.63 |
| Technology | 9.22 | 6.84 |
| Consumer Cyclical | 8.19 | 9.45 |
| Basic Materials | 7.96 | 9.1 |
| Industrials | 7.96 | 6.8 |
| Financial Services | 25.67 | 35.97 |
| Healthcare | 7.68 | 10.11 |
| Consumer Defensive | 3.92 | 5.04 |
| Utilities | 4.36 | 3.77 |
| Communication Services | 3.4 | 4.6 |
| Real Estate | 0.78 | - |
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