SBI Long Term Equity Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
SBI Long Term Equity Fund - Regular Plan- Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹27306 Cr | ₹3876 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 21 Jan 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 15% | 70% |
Expense Ratio | 1.6 | 1.82 |
Manager | Dinesh Balachandran | Rakesh Shetty |
ISIN Code | INF200K01495 | INF247L01544 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.83% | -10.77% |
6 Month | -9.78% | -14.06% |
1 Year | 9.07% | 9.22% |
3 Year | 22.84% | 19.28% |
5 Year | 22.19% | 17.59% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -5.11% | -15.14% |
3 Year | 23.38% | 20.04% |
5 Year | 24.07% | 20.88% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.61% | 16.36% |
3 Year | 12.89% | 15.34% |
5 Year | 13.14% | 13.44% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.09% | 17.012% |
Sharp | 1.04% | 0.847% |
Beta | 0.99% | 0.999% |
Alpha | 7.2% | 6.603% |
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Fund Managers
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Name | Dinesh Balachandran | Rakesh Shetty |
Total AUM | ₹69808 Cr | ₹33886 Cr |
Fund Manage | 4 | 19 |
SBI Long Term Equity Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 9.1 | 0.53 |
Large Cap | 55.87 | 29.31 |
Small Cap | 12.09 | 29.88 |
Mid Cap | 22.94 | 40.29 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 9.1 | 0.53 |
Petroleum Products | 5.48 | - |
IT - Software | 9.4 | 3.15 |
Cement & Cement Products | 2.07 | - |
Construction | 0.9 | - |
Non - Ferrous Metals | 1.67 | - |
Banks | 18.98 | 5.32 |
Pharmaceuticals & Biotechnology | 5.31 | 2.94 |
Healthcare Services | 1.6 | 2.7 |
Ferrous Metals | 2.8 | - |
Insurance | 2.65 | - |
Industrial Products | 6.34 | 4.24 |
Automobiles | 4.91 | - |
Personal Products | 0.93 | - |
Finance | 3.01 | 5.3 |
Capital Markets | 1.58 | 6.83 |
Gas | 3.3 | - |
Transport Services | 0.78 | - |
Diversified FMCG | 2.56 | - |
Electrical Equipment | 1.65 | 19.57 |
Oil | 1.64 | - |
Consumer Durables | 0.88 | 8.81 |
Retailing | 1.87 | 13.79 |
Telecom - Services | 3.26 | - |
Chemicals & Petrochemicals | 0.65 | 4.32 |
Fertilizers & Agrochemicals | 0.82 | - |
Beverages | 0.85 | - |
Leisure Services | 0.63 | - |
Realty | 1.13 | 6.96 |
Power | 3.25 | - |
Aerospace & Defense | - | 7.24 |
Industrial Manufacturing | - | 5.65 |
Auto Components | - | 2.66 |
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