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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
Overview
| 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 Risk | Very High Risk |
| Asset Size (Cr) | ₹27306 Cr | ₹1468 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 | 2.21 |
| Manager | Dinesh Balachandran | Sudhir Kedia |
| ISIN Code | INF200K01495 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.83% | -1.84% |
| 6 Month | -9.78% | -8.16% |
| 1 Year | 9.07% | 4.09% |
| 3 Year | 22.84% | 11.52% |
| 5 Year | 22.19% | 13.67% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -5.09% | -6.4% |
| 3 Year | 23.58% | 10.74% |
| 5 Year | 24.47% | 14.79% |
Rolling Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.61% | 12.34% |
| 3 Year | 12.89% | 14.95% |
| 5 Year | 13.14% | 13.23% |
Risk Management
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 11.71% |
| Sharp | 1.04% | 0.42% |
| Beta | 0.99% | 0.88% |
| Alpha | 7.2% | -1.58% |
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Fund Managers
| Scheme 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 |
Market Cap
| 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 |
Sector Allocation
| 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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