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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 | Very High |
| 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 | 6.08% | 10.59% |
| 6 Month | -10.96% | -16.58% |
| 1 Year | 10.19% | 10.6% |
| 3 Year | 23.84% | 23% |
| 5 Year | 31.63% | 27.32% |
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 | -3.66% | -11.57% |
| 1 Year | -6.43% | -14.53% |
| 3 Year | 23.63% | 21.87% |
| 5 Year | 24.02% | 21.89% |
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% | 18.539% |
| Sharp | 1.05% | 0.644% |
| Beta | 0.96% | 1.067% |
| Alpha | 8.59% | 5.026% |
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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 |
| Funds Managed | 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 | 9.84 | 3.84 |
| Large Cap | 59.98 | 26.25 |
| Small Cap | 10.2 | 27.53 |
| Mid Cap | 19.98 | 42.38 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.76 | 1.83 |
| Energy | 8.03 | - |
| Technology | 10.54 | 12.09 |
| Consumer Cyclical | 8.83 | 22.76 |
| Basic Materials | 7.4 | 6.36 |
| Industrials | 9.85 | 30.18 |
| Financial Services | 25.05 | 17.97 |
| Healthcare | 7.38 | 2.01 |
| Consumer Defensive | 4.14 | - |
| Utilities | 4.73 | - |
| Communication Services | 3.31 | - |
| Real Estate | 0.97 | 6.8 |
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