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Edelweiss ELSS Tax saver Fund vs SBI Long Term Equity Fund compare

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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