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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| 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 |
Top Comparisons
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns19.09%
HDFC Gilt Fund - Growth Plan
3Y Returns5.41%
Invesco India GILT Fund - Growth
3Y Returns6%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns5.74%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns5.3%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns21.98%
Nippon India Large Cap Fund- Growth Plan -Growth Option
3Y Returns21.98%