Sundaram Diversified Equity (ELSS) Regular Plan vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹25732 Cr | ₹1578 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 10 May 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 15% | 18% |
Expense Ratio | 1.61 | 2.16 |
Manager | Dinesh Balachandran | Sudhir Kedia |
ISIN Code | INF200K01495 | INF903J01538 |
Exits Load | Nil/365 | Nil/365 |
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | 3.37% | 4.31% |
6 Month | 18.03% | 12.69% |
1 Year | 52.45% | 25.79% |
3 Year | 26.44% | 14.16% |
5 Year | 27.43% | 18.7% |
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 24.14% | 11.79% |
3 Year | 61.1% | 29.63% |
5 Year | 108.17% | 60.74% |
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 27.83% | 19.41% |
3 Year | 76.83% | 47.92% |
5 Year | 116.62% | 66.18% |
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.09% | 11.71% |
Sharp | 1.51% | 0.88% |
Beta | 0.93% | 0.88% |
Alpha | 9.01% | -1.23% |
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Get Free Experts GuidanceScheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Name | Dinesh Balachandran | Sudhir Kedia |
Total AUM | ₹69808 Cr | ₹10423 Cr |
Fund Manage | 4 | 8 |
SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Small Cap | 14.68 | 8.17 |
Others | 11 | 2.62 |
Large Cap | 52.27 | 78.9 |
Mid Cap | 22.05 | 10.27 |
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Capital Goods | 9 | 2.69 |
Others | 9.03 | 0.83 |
Financial | 20.96 | 31.38 |
Energy | 15.89 | 8.54 |
Automobile | 7.87 | 4.32 |
Communication | 3.2 | 2.87 |
Healthcare | 7.61 | 5.38 |
Metals & Mining | 5.52 | 3.17 |
Technology | 5.41 | 9.05 |
Consumer Staples | 2.64 | 8.42 |
Insurance | 3 | - |
Construction | 1.76 | 4.27 |
Services | 3.69 | 10.77 |
Chemicals | 1.45 | 2.36 |
Materials | 2.39 | 2.47 |
Consumer Discretionary | 0.58 | 3.44 |
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