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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 -3.14% -5.28%
6 Month -3.69% -4.47%
1 Year 19.58% 12.63%
3 Year 22.39% 12.54%
5 Year 22.74% 15.9%

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 5.21% 3.6%
3 Year 27.42% 17.6%
5 Year 26.52% 18.33%

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 1.13% 0.86%
Beta 0.99% 0.94%
Alpha 7.76% 0.46%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

3Y Returns17.34%

VS

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

3Y Returns11.47%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns27.55%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns21.18%

Compare Now

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns12.97%

VS

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns13.62%

Compare Now

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns0%

VS

Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully