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 | 5.95% | 6.87% |
6 Month | -10.33% | -11.97% |
1 Year | 10.19% | 6.99% |
3 Year | 23.27% | 12.37% |
5 Year | 31.27% | 24.26% |
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 | -3.66% | -5.08% |
1 Year | -6.43% | -8.77% |
3 Year | 23.63% | 12.91% |
5 Year | 24.02% | 15.31% |
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 | 1.05% | 0.34% |
Beta | 0.96% | 0.92% |
Alpha | 8.59% | -1.65% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 9.84 | 4.45 |
Large Cap | 59.98 | 71.1 |
Small Cap | 10.2 | 9.87 |
Mid Cap | 19.98 | 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 | 9.76 | 4.45 |
Energy | 8.03 | 5.53 |
Technology | 10.54 | 9.03 |
Consumer Cyclical | 8.83 | 14.21 |
Basic Materials | 7.4 | 5.54 |
Industrials | 9.85 | 10.95 |
Financial Services | 25.05 | 28.14 |
Healthcare | 7.38 | 6.67 |
Consumer Defensive | 4.14 | 5.99 |
Utilities | 4.73 | 3.92 |
Communication Services | 3.31 | 3.68 |
Real Estate | 0.97 | 1.88 |
Top Comparisons
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.01%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.02%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns14.91%
Invesco India Financial Services Fund - Retail Growth
3Y Returns18.13%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns12.96%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns12.96%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.55%
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.18%