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SBI Long Term Equity Fund vs Tata ELSS Tax Saver Fund compare

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

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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 Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹27306 Cr ₹4398 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 13 Oct 2014
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 15% 20%
Expense Ratio 1.6 1.82
Manager Dinesh Balachandran Sailesh Jain
ISIN Code INF200K01495 INF277K01I52
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month 5.07% 6%
6 Month -11.18% -13.29%
1 Year 8.03% 7.01%
3 Year 22.35% 12.52%
5 Year 31.81% 24.83%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month -3.66% -5.35%
1 Year -6.43% -8.18%
3 Year 23.63% 13.89%
5 Year 24.02% 16.29%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 10.61% 13.97%
3 Year 12.89% 14.85%
5 Year 13.14% 13.39%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation 13.09% 14.429%
Sharp 1.05% 0.451%
Beta 0.96% 0.972%
Alpha 8.59% 0.237%

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Fund Managers

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name Dinesh Balachandran Sailesh Jain
Total AUM ₹69808 Cr ₹17041 Cr
Funds Managed 4 7
SBI Long Term Equity Fund - Regular Plan- Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan

Market Cap

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 9.84 5.12
Large Cap 59.98 60.14
Small Cap 10.2 24.69
Mid Cap 19.98 10.05

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 9.76 4.54
Energy 8.03 5.19
Technology 10.54 7.95
Consumer Cyclical 8.83 16.2
Basic Materials 7.4 7.21
Industrials 9.85 13.81
Financial Services 25.05 31.02
Healthcare 7.38 3.54
Consumer Defensive 4.14 1.49
Utilities 4.73 2.54
Communication Services 3.31 3.74
Real Estate 0.97 2.78

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