SBI Long Term Equity Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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

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tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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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 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 Very High
Asset Size (Cr) ₹27559 Cr ₹4074 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 1.83
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 1.43% 9.26%
6 Month 1.24% 16.05%
1 Year 30.19% 49.7%
3 Year 24.77% 27.98%
5 Year 24.26% 24.27%

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 14.84% 43.5%
3 Year 30.52% 39.88%
5 Year 28.36% 32.16%

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 10.31% 15.51%
3 Year 12.57% 15.1%
5 Year 12.99% 12.78%

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% 13.65%
Sharp 1.24% 1.24%
Beta 0.98% 0.95%
Alpha 7.54% 4.45%

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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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