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

Link copied to clipboard!

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

Invest Now

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

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 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) ₹25732 Cr ₹3710 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 05 Jan 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 70%
Expense Ratio 1.61 1.84
Manager Dinesh Balachandran Rakesh Shetty
ISIN Code INF200K01495 INF247L01544
Exits Load Nil/365 Nil/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 4.03% 6.73%
6 Month 24.74% 29.38%
1 Year 53.05% 63.68%
3 Year 27.31% 25.84%
5 Year 27.47% 25.84%

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 24.14% 24.74%
3 Year 61.1% 56.99%
5 Year 108.17% 96.29%

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 27.83% 25.72%
3 Year 76.83% 70.31%
5 Year 116.62% 108.16%

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 1.41% 1.24%
Beta 0.96% 0.95%
Alpha 9.39% 4.45%

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 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 11 3.33
Large Cap 52.27 35.29
Small Cap 14.68 21.58
Mid Cap 22.05 39.8

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

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

Others 9.03 3.33
Automobile 7.87 -
Energy 15.89 -
Technology 5.41 -
Materials 2.39 -
Construction 1.76 -
Metals & Mining 5.52 -
Financial 20.96 -
Healthcare 7.61 -
Insurance 3 -
Consumer Staples 2.64 -
Services 3.69 -
Capital Goods 9 -
Consumer Discretionary 0.58 -
Communication 3.2 -
Chemicals 1.45 -
Banks - 8.53
Electrical Equipment - 15.32
Aerospace & Defense - 9.29
Chemicals & Petrochemicals - 2.73
Finance - 7.03
Realty - 8.41
Consumer Durables - 7.33
Telecom - Services - 2.31
Healthcare Services - 3.22
IT - Software - 2.77
Industrial Manufacturing - 5.82
Pharmaceuticals & Biotechnology - 2.37
Capital Markets - 4.95
Retailing - 14.2
Auto Components - 2.39

Top Comparisons

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

3Y Returns27.31%

VS

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns20.22%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns22.88%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns23.48%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns13.62%

VS

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

3Y Returns13.83%

Compare Now

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns5.79%

VS

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns5.77%

Compare Now
Request call back
Add to Cart Successfully