Canara Robeco ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 Cr | ₹8376 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 02 Feb 2009 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 TRI |
Turn Over | 15% | 32% |
Expense Ratio | 1.6 | 1.7 |
Manager | Dinesh Balachandran | Shridatta Bhandwaldar |
ISIN Code | INF200K01495 | INF760K01100 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.4% | 6.34% |
6 Month | -7.38% | -7.87% |
1 Year | 8.28% | 8.83% |
3 Year | 22.35% | 12.91% |
5 Year | 28.69% | 22.52% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.77% | -0.45% |
1 Year | -5.15% | -4.6% |
3 Year | 23.15% | 13.79% |
5 Year | 23.49% | 15.45% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.61% | 13.14% |
3 Year | 12.89% | 14.97% |
5 Year | 13.14% | 15.29% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.09% | 12.05% |
Sharp | 1.03% | 0.39% |
Beta | 0.95% | 0.94% |
Alpha | 8.29% | -1.09% |
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Fund Managers
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dinesh Balachandran | Shridatta Bhandwaldar |
Total AUM | ₹69808 Cr | ₹69491 Cr |
Funds Managed | 4 | 12 |
SBI Long Term Equity Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 13.13 | 4.45 |
Large Cap | 58.86 | 71.1 |
Small Cap | 9.25 | 9.87 |
Mid Cap | 18.76 | 14.57 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 13.06 | 4.45 |
Energy | 7.8 | 5.53 |
Technology | 9.22 | 9.03 |
Consumer Cyclical | 8.19 | 14.21 |
Basic Materials | 7.96 | 5.54 |
Industrials | 7.96 | 10.95 |
Financial Services | 25.67 | 28.14 |
Healthcare | 7.68 | 6.67 |
Consumer Defensive | 3.92 | 5.99 |
Utilities | 4.36 | 3.92 |
Communication Services | 3.4 | 3.68 |
Real Estate | 0.78 | 1.88 |
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