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 Risk	Very High Risk
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	-2.83%	-5%
6 Month	-9.78%	-10.56%
1 Year	9.07%	6.72%
3 Year	22.84%	13.07%
5 Year	22.19%	15.27%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-	-
1 Year	-5.11%	-7.72%
3 Year	23.38%	12.75%
5 Year	24.07%	15.93%

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%	13.843%
Sharp	1.04%	0.555%
Beta	0.99%	0.966%
Alpha	7.2%	0.163%

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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