SBI Long Term Equity Fund vs Edelweiss ELSS Tax saver 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) ₹27559 Cr ₹393 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 2.34
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 1.43% 2.78%
6 Month 1.24% 2.83%
1 Year 30.19% 21.51%
3 Year 24.77% 15.98%
5 Year 24.26% 17.68%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.84% 14.98%
3 Year 30.52% 21.29%
5 Year 28.36% 20.65%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 10.31% 12.22%
3 Year 12.57% 13.42%
5 Year 12.99% 13.31%

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% 12.15%
Sharp 1.24% 0.86%
Beta 0.98% 0.94%
Alpha 7.54% 0.46%

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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
Fund Manage 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 9.1 4.99
Large Cap 55.87 68.97
Small Cap 12.09 11.27
Mid Cap 22.94 14.77

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 9.1 1.37
Petroleum Products 5.48 -
IT - Software 9.4 -
Cement & Cement Products 2.07 -
Construction 0.9 7.74
Non - Ferrous Metals 1.67 -
Banks 18.98 -
Pharmaceuticals & Biotechnology 5.31 -
Healthcare Services 1.6 -
Ferrous Metals 2.8 -
Insurance 2.65 0.64
Industrial Products 6.34 -
Automobiles 4.91 -
Personal Products 0.93 -
Finance 3.01 -
Capital Markets 1.58 -
Gas 3.3 -
Transport Services 0.78 -
Diversified FMCG 2.56 -
Electrical Equipment 1.65 -
Oil 1.64 -
Consumer Durables 0.88 -
Retailing 1.87 -
Telecom - Services 3.26 -
Chemicals & Petrochemicals 0.65 -
Fertilizers & Agrochemicals 0.82 -
Beverages 0.85 -
Leisure Services 0.63 -
Realty 1.13 -
Power 3.25 -
Energy - 6.54
Materials - 4.55
Technology - 9.02
Consumer Staples - 5.11
Financial - 29.19
Healthcare - 5.85
Metals & Mining - 2.49
Automobile - 9.34
Capital Goods - 8.99
Services - 5.03
Consumer Discretionary - 1.3
Communication - 2.41
Chemicals - 0.43

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