Sundaram Diversified Equity (ELSS) Regular Plan vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Invest NowSundaram Diversified Equity (ELSS) Regular Plan - Growth
Invest NowChart 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) | ₹27559 Cr | ₹1560 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 22 Nov 1999 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 15% | 18% |
Expense Ratio | 1.6 | 2.17 |
Manager | Dinesh Balachandran | Sudhir Kedia |
ISIN Code | INF200K01495 | INF903J01538 |
Exits Load | Data not available./365 | Data not available./365 |
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | 1.08% | 2.12% |
6 Month | 1.04% | 1.19% |
1 Year | 32.96% | 14.31% |
3 Year | 25.91% | 14.54% |
5 Year | 24.21% | 15.46% |
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 14.84% | 8.5% |
3 Year | 30.52% | 16.12% |
5 Year | 28.36% | 18.08% |
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 10.31% | 12.31% |
3 Year | 12.57% | 15.05% |
5 Year | 12.99% | 13.08% |
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.09% | 11.71% |
Sharp | 1.24% | 0.63% |
Beta | 0.98% | 0.88% |
Alpha | 7.54% | -1.04% |
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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 |
---|---|---|
Others | 9.1 | 4.07 |
Large Cap | 55.87 | 71.5 |
Small Cap | 12.09 | 8.91 |
Mid Cap | 22.94 | 15.65 |
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 9.1 | 4.07 |
Petroleum Products | 5.48 | 4.82 |
IT - Software | 9.4 | 8.45 |
Cement & Cement Products | 2.07 | 2.65 |
Construction | 0.9 | 3.63 |
Non - Ferrous Metals | 1.67 | - |
Banks | 18.98 | 25.97 |
Pharmaceuticals & Biotechnology | 5.31 | 7.38 |
Healthcare Services | 1.6 | 1.05 |
Ferrous Metals | 2.8 | 1.15 |
Insurance | 2.65 | 1.98 |
Industrial Products | 6.34 | 0.85 |
Automobiles | 4.91 | 2.9 |
Personal Products | 0.93 | - |
Finance | 3.01 | 3.86 |
Capital Markets | 1.58 | 2.07 |
Gas | 3.3 | 0.64 |
Transport Services | 0.78 | 3.24 |
Diversified FMCG | 2.56 | 3.36 |
Electrical Equipment | 1.65 | 2.21 |
Oil | 1.64 | 0.83 |
Consumer Durables | 0.88 | 4.16 |
Retailing | 1.87 | 2.58 |
Telecom - Services | 3.26 | 3.46 |
Chemicals & Petrochemicals | 0.65 | 1.34 |
Fertilizers & Agrochemicals | 0.82 | - |
Beverages | 0.85 | 1.86 |
Leisure Services | 0.63 | 1.62 |
Realty | 1.13 | 0.35 |
Power | 3.25 | 1 |
Agricultural Food & other Products | - | 1.09 |
Auto Components | - | 1 |
Transport Infrastructure | - | 0.56 |
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