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Compare Mutual Funds
Comparing Sundaram Long Term Tax Advantage Fund Series II vs SBI Long Term Equity FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - elss, equity
- elss, equity
- Fund Age
- 9 yrs 7 m
- 12 yrs 5 m
- Fund Size
- ₹12 Crs
- ₹28,506 Crs
- 3 months
- 11.89%
- 9.82%
- 6 months
- 0.28%
- -1.74%
- 1 year
- 9.93%
- 10.82%
- 3 year
- 16.54%
- 27.83%
- 5 year
- 22.44%
- 29.05%
- Standard Deviation
- 13.2
- 14.17
- Sharpe
- 0.75
- 1.38
- Beta
- 0.89
- 0.94
- Sortino
- 1.26
- 2.32
- Alpha
- -0.35
- 8.71
- Top 3 sectors
- Financial (34.00000000000001%)
- Energy (11.62%)
- Technology (11.44%)
- Financial (27.19%)
- Energy (14.579999999999998%)
- Technology (9.75%)
- Top 5 holdings
- HDFC Bank Ltd. (9.91%)
- ICICI Bank Ltd. (9.89%)
- State Bank of India (7.37%)
- Reliance Industries Ltd. (7.24%)
- Infosys Ltd. (6.94%)
- HDFC Bank Ltd. (9.65%)
- Reliance Industries Ltd. (5.56%)
- ICICI Bank Ltd. (3.71%)
- ITC Ltd. (3.2%)
- Tata Steel Ltd. (3.05%)
- Equity%
- 97.154594%
- 90.86%
- Debt%
- 0.0%
- 0.14%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 1.38%
- 0.93%
- Exit Load
- 0.0%
- 0.0%
- Lock-in
- 3 Years
- 3 Years
- Benchmark Index
- BSE 500 TRI
- BSE 500 TRI
- Min. Investment
- NA
- SIP ₹500 & Lumpsum ₹500
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Rohit Seksaria
- Dwijendra Srivastava
- Dinesh Balachandran
