Edelweiss ELSS Tax saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 Cr | ₹383 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 30 Dec 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 15% | 57% |
Expense Ratio | 1.6 | 2.35 |
Manager | Dinesh Balachandran | Trideep Bhattacharya |
ISIN Code | INF200K01495 | INF754K01517 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.08% | 7.52% |
6 Month | -10.96% | -12.04% |
1 Year | 10.19% | 7.32% |
3 Year | 23.84% | 12.87% |
5 Year | 31.63% | 23.45% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -3.66% | -5.37% |
1 Year | -6.43% | -9.16% |
3 Year | 23.63% | 14.05% |
5 Year | 24.02% | 15.75% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.61% | 12.53% |
3 Year | 12.89% | 13.51% |
5 Year | 13.14% | 13.44% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.09% | 13.32% |
Sharp | 1.05% | 0.526% |
Beta | 0.96% | 0.938% |
Alpha | 8.59% | -0.306% |
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Fund Managers
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dinesh Balachandran | Trideep Bhattacharya |
Total AUM | ₹69808 Cr | ₹0 Cr |
Funds Managed | 4 | 9 |
SBI Long Term Equity Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.84 | 4.15 |
Large Cap | 59.98 | 63.86 |
Small Cap | 10.2 | 13.66 |
Mid Cap | 19.98 | 18.34 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.76 | 3.06 |
Energy | 8.03 | 6.33 |
Technology | 10.54 | 12.37 |
Consumer Cyclical | 8.83 | 9.54 |
Basic Materials | 7.4 | 4.18 |
Industrials | 9.85 | 11.24 |
Financial Services | 25.05 | 33.47 |
Healthcare | 7.38 | 8 |
Consumer Defensive | 4.14 | 4.92 |
Utilities | 4.73 | 2.22 |
Communication Services | 3.31 | 3.11 |
Real Estate | 0.97 | 1.56 |
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