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) ₹25732 Cr ₹381 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 NIFTY 500 TRI
Turn Over 15% 57%
Expense Ratio 1.61 2.34
Manager Dinesh Balachandran Trideep Bhattacharya
ISIN Code INF200K01495 INF754K01517
Exits Load Nil/365 Nil/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 -6.05% -6.57%
6 Month 6% 7.5%
1 Year 39.47% 28.08%
3 Year 21.96% 13.6%
5 Year 23.72% 17.1%

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 25.6% 20.92%
3 Year 32.61% 21.99%
5 Year 29.34% 20.91%

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 1.16% 0.86%
Beta 0.99% 0.94%
Alpha 7.42% 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 11 4.99
Large Cap 52.27 68.97
Small Cap 14.68 11.27
Mid Cap 22.05 14.77

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 9.03 1.37
Automobile 7.87 9.34
Energy 15.89 6.54
Technology 5.41 9.02
Materials 2.39 4.55
Construction 1.76 7.74
Metals & Mining 5.52 2.49
Financial 20.96 29.19
Healthcare 7.61 5.85
Insurance 3 0.64
Consumer Staples 2.64 5.11
Services 3.69 5.03
Capital Goods 9 8.99
Consumer Discretionary 0.58 1.3
Communication 3.2 2.41
Chemicals 1.45 0.43

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