Compare DSP ELSS Tax Saver Direct Plan Growth vs SBI Long Term Equity Fund Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
DSP ELSS Tax Saver Direct Plan GrowthEquity
ELSS
4.0
INVEST NOW
SBI Long Term Equity Fund Direct Plan GrowthEquity
ELSS
5.0
INVEST NOW
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DSP ELSS Tax Saver Direct Plan Growth

(45.7%)

SBI Long Term Equity Fund Direct Plan Growth

(62.9%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	0.76%	0.95%	-
NAV	₹129.3 (25-Apr-2024)	₹415.0 (25-Apr-2024)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹14,076Cr	₹21,976Cr	-
Exit Load	Nil	Nil	-

Returns

1Y
45.7%
62.9%
-
3Y
23.3%
29.9%
-
5Y
20.8%
22.6%
-

Pros & Cons

Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2. Higher alpha: 2.37
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 3. Exit load is zero4. Lower expense ratio: 0.76%
1. Exit load is zero2. Lower expense ratio: 0.95%3. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y4. Higher alpha: 7.62
The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y 5. Consistently top ranked fund
-

Cons
1. Lock-in period: 3Y
1. Lock-in period: 3Y
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
8.4%
HDFC Bank Ltd.
7.4%
State Bank of India
4.7%
Axis Bank Ltd.
3.1%
Mahindra & Mahindra Ltd.
2.9%
Infosys Ltd.
2.5%
Power Finance Corporation Ltd.
2.5%
Indus Towers Ltd.
2.4%
HCL Technologies Ltd.
2.3%
Tata Motors Ltd.
2.3%
Name
Assets
Torrent Power Ltd.
3.9%
GE T&D India Ltd.
3.8%
ICICI Bank Ltd.
3.7%
State Bank of India
3.2%
Cummins India Ltd.
3.1%
Bharti Airtel Ltd.
3.1%
HDFC Bank Ltd.
3.1%
Mahindra & Mahindra Ltd.
3.0%
GAIL (India) Ltd.
2.6%
Reliance Industries Ltd.
2.6%
-

Fund Manager

Name
Rohit Singhania
Dinesh Balachandran
-
Education
Mr. Singhania is an MMS.
Mr.Dinesh is a B.Tech from IIT-B, M.S. from MIT USA and CFA.
-
Experience
Prior to joining DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
Prior to joining SBI Funds Management Pvt. Ltd. he has worked with Fidelity Investments, USA.
-

About Fund

Description
DSP BlackRock Mutual Fund started their mutual fund on 16/12/1996 and its managing total assets of ₹78,763 Cr. Its ranked at 9 as per total assets at end of 30th Sep 2017.
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
-
Launch Date
16 Dec 1996
29 Jun 1987
-
Custodian
NA
Stock Holding Corp. of India Ltd.
-
Registrar & Transfer Agent
Cams
Cams
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

DSP ELSS Tax Saver Direct Plan Growth

SBI Long Term Equity Fund Direct Plan Growth

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DSP ELSS Tax Saver Direct Plan Growth

SBI Long Term Equity Fund Direct Plan Growth

1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2. Higher alpha: 2.37 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

3. Exit load is zero

4. Lower expense ratio: 0.76%

1. Exit load is zero

2. Lower expense ratio: 0.95%

3. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

4. Higher alpha: 7.62 The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y

5. Consistently top ranked fund

1. Lock-in period: 3Y

1. Lock-in period: 3Y

Holding Analysis

Top Holdings

Popular Comparisons