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) | ₹27559 Cr | ₹4680 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 TRI | NIFTY 500 TRI |
| Turn Over | 15% | 20% |
| Expense Ratio | 1.6 | 1.81 |
| Manager | Dinesh Balachandran | Sailesh Jain |
| ISIN Code | INF200K01495 | INF277K01I52 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Month | 1.43% | 2.31% |
| 6 Month | 1.24% | 5.38% |
| 1 Year | 30.19% | 20.17% |
| 3 Year | 24.77% | 17.12% |
| 5 Year | 24.26% | 17.8% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.84% | 16.24% |
| 3 Year | 30.52% | 21.33% |
| 5 Year | 28.36% | 21.28% |
| 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 | 1.24% | 1.01% |
| Beta | 0.98% | 0.96% |
| Alpha | 7.54% | 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 | 9.1 | 3.66 |
| Large Cap | 55.87 | 57.29 |
| Small Cap | 12.09 | 27.54 |
| Mid Cap | 22.94 | 11.51 |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 9.1 | 3.66 |
| Petroleum Products | 5.48 | 3.84 |
| IT - Software | 9.4 | 7.17 |
| Cement & Cement Products | 2.07 | 2.9 |
| Construction | 0.9 | 4.21 |
| Non - Ferrous Metals | 1.67 | 1.32 |
| Banks | 18.98 | 21.81 |
| Pharmaceuticals & Biotechnology | 5.31 | 4.62 |
| Healthcare Services | 1.6 | - |
| Ferrous Metals | 2.8 | - |
| Insurance | 2.65 | 2.58 |
| Industrial Products | 6.34 | 3.87 |
| Automobiles | 4.91 | 1.36 |
| Personal Products | 0.93 | - |
| Finance | 3.01 | 3.79 |
| Capital Markets | 1.58 | 1.44 |
| Gas | 3.3 | 0.76 |
| Transport Services | 0.78 | - |
| Diversified FMCG | 2.56 | - |
| Electrical Equipment | 1.65 | - |
| Oil | 1.64 | - |
| Consumer Durables | 0.88 | 1.95 |
| Retailing | 1.87 | 2.27 |
| Telecom - Services | 3.26 | 3.49 |
| Chemicals & Petrochemicals | 0.65 | 0.46 |
| Fertilizers & Agrochemicals | 0.82 | 1.44 |
| Beverages | 0.85 | 1.77 |
| Leisure Services | 0.63 | 2.9 |
| Realty | 1.13 | 2.92 |
| Power | 3.25 | 3.01 |
| Auto Components | - | 8.63 |
| Household Products | - | 0.89 |
| Minerals & Mining | - | 1.77 |
| IT - Services | - | 1.01 |
| Entertainment | - | 1.48 |
| Aerospace & Defense | - | 0.87 |
| Consumable Fuels | - | 1.4 |
| Textiles & Apparels | - | 0.41 |
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