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 | 1.72% | 2.93% |
6 Month | -5.97% | -7% |
1 Year | 10.07% | 9.84% |
3 Year | 23.12% | 14.09% |
5 Year | 29.73% | 22.65% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.77% | -1.36% |
1 Year | -5.15% | -6.63% |
3 Year | 23.15% | 14.25% |
5 Year | 23.49% | 15.52% |
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 | 1.03% | 0.526% |
Beta | 0.95% | 0.938% |
Alpha | 8.29% | -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 | 13.13 | 4.15 |
Large Cap | 58.86 | 63.86 |
Small Cap | 9.25 | 13.66 |
Mid Cap | 18.76 | 18.34 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 13.06 | 3.06 |
Energy | 7.8 | 6.33 |
Technology | 9.22 | 12.37 |
Consumer Cyclical | 8.19 | 9.54 |
Basic Materials | 7.96 | 4.18 |
Industrials | 7.96 | 11.24 |
Financial Services | 25.67 | 33.47 |
Healthcare | 7.68 | 8 |
Consumer Defensive | 3.92 | 4.92 |
Utilities | 4.36 | 2.22 |
Communication Services | 3.4 | 3.11 |
Real Estate | 0.78 | 1.56 |
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