Tata ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
| 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) | ₹25732 Cr | ₹4552 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 | NIFTY 500 TRI |
| Turn Over | 15% | 20% |
| Expense Ratio | 1.61 | 1.81 |
| Manager | Dinesh Balachandran | Sailesh Jain |
| ISIN Code | INF200K01495 | INF277K01I52 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Month | -6.05% | -6.49% |
| 6 Month | 6% | 9.31% |
| 1 Year | 39.47% | 27.01% |
| 3 Year | 21.96% | 14.29% |
| 5 Year | 23.72% | 17.41% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.6% | 22.82% |
| 3 Year | 32.61% | 22.26% |
| 5 Year | 29.34% | 21.66% |
| 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 | 1.16% | 1.01% |
| Beta | 0.99% | 0.96% |
| Alpha | 7.42% | 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 | 11 | 2.77 |
| Large Cap | 52.27 | 59.14 |
| Small Cap | 14.68 | 24.53 |
| Mid Cap | 22.05 | 13.56 |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 9.03 | 2.54 |
| Automobile | 7.87 | 10.21 |
| Energy | 15.89 | 8.18 |
| Technology | 5.41 | 7.33 |
| Materials | 2.39 | 5.07 |
| Construction | 1.76 | 6.73 |
| Metals & Mining | 5.52 | 2.8 |
| Financial | 20.96 | 28.11 |
| Healthcare | 7.61 | 4.5 |
| Insurance | 3 | 2.4 |
| Consumer Staples | 2.64 | 2.74 |
| Services | 3.69 | 5.23 |
| Capital Goods | 9 | 7.31 |
| Consumer Discretionary | 0.58 | 1.59 |
| Communication | 3.2 | 3.3 |
| Chemicals | 1.45 | 1.96 |
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