Tata ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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SBI Long Term Equity Fund - Regular Plan- Growth

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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)	₹27306 Cr	₹4398 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	1.82
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	5.07%	6%
6 Month	-11.18%	-13.29%
1 Year	8.03%	7.01%
3 Year	22.35%	12.52%
5 Year	31.81%	24.83%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-3.66%	-5.35%
1 Year	-6.43%	-8.18%
3 Year	23.63%	13.89%
5 Year	24.02%	16.29%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	10.61%	13.97%
3 Year	12.89%	14.85%
5 Year	13.14%	13.39%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	13.09%	14.429%
Sharp	1.05%	0.451%
Beta	0.96%	0.972%
Alpha	8.59%	0.237%

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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
Funds Managed	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	9.84	5.12
Large Cap	59.98	60.14
Small Cap	10.2	24.69
Mid Cap	19.98	10.05

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	9.76	4.54
Energy	8.03	5.19
Technology	10.54	7.95
Consumer Cyclical	8.83	16.2
Basic Materials	7.4	7.21
Industrials	9.85	13.81
Financial Services	25.05	31.02
Healthcare	7.38	3.54
Consumer Defensive	4.14	1.49
Utilities	4.73	2.54
Communication Services	3.31	3.74
Real Estate	0.97	2.78