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

SBI Long Term Equity Fund - Regular Plan- Growth

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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)	₹27559 Cr	₹4680 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	1.81
Manager	Dinesh Balachandran	Sailesh Jain
ISIN Code	INF200K01495	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	-3.14%	-4.47%
6 Month	-3.69%	-2.54%
1 Year	19.58%	14.45%
3 Year	22.39%	13.75%
5 Year	22.74%	16.69%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-	-
1 Year	5.21%	6.46%
3 Year	27.42%	18.07%
5 Year	26.52%	19.23%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	10.31%	13.74%
3 Year	12.57%	14.85%
5 Year	12.99%	13.09%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	13.09%	12.5%
Sharp	1.13%	1.01%
Beta	0.99%	0.96%
Alpha	7.76%	0.31%

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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
Fund Manage	4	7
	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	9.1	3.66
Large Cap	55.87	57.29
Small Cap	12.09	27.54
Mid Cap	22.94	11.51

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	9.1	3.66
Petroleum Products	5.48	3.84
IT - Software	9.4	7.17
Cement & Cement Products	2.07	2.9
Construction	0.9	4.21
Non - Ferrous Metals	1.67	1.32
Banks	18.98	21.81
Pharmaceuticals & Biotechnology	5.31	4.62
Healthcare Services	1.6	-
Ferrous Metals	2.8	-
Insurance	2.65	2.58
Industrial Products	6.34	3.87
Automobiles	4.91	1.36
Personal Products	0.93	-
Finance	3.01	3.79
Capital Markets	1.58	1.44
Gas	3.3	0.76
Transport Services	0.78	-
Diversified FMCG	2.56	-
Electrical Equipment	1.65	-
Oil	1.64	-
Consumer Durables	0.88	1.95
Retailing	1.87	2.27
Telecom - Services	3.26	3.49
Chemicals & Petrochemicals	0.65	0.46
Fertilizers & Agrochemicals	0.82	1.44
Beverages	0.85	1.77
Leisure Services	0.63	2.9
Realty	1.13	2.92
Power	3.25	3.01
Auto Components	-	8.63
Household Products	-	0.89
Minerals & Mining	-	1.77
IT - Services	-	1.01
Entertainment	-	1.48
Aerospace & Defense	-	0.87
Consumable Fuels	-	1.4
Textiles & Apparels	-	0.41