Tata ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Invest NowTata ELSS Tax Saver Fund-Growth-Regular Plan
Invest NowChart 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 | 4.03% | 2.55% |
6 Month | 24.74% | 20.97% |
1 Year | 53.05% | 36.67% |
3 Year | 27.31% | 19.99% |
5 Year | 27.47% | 20.85% |
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | - | - |
1 Year | 24.14% | 14.48% |
3 Year | 61.1% | 34.65% |
5 Year | 108.17% | 67.29% |
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 27.83% | 21% |
3 Year | 76.83% | 53.22% |
5 Year | 116.62% | 76.33% |
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 | 1.41% | 1.01% |
Beta | 0.96% | 0.96% |
Alpha | 9.39% | 0.31% |
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Get Free Experts GuidanceScheme 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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