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SBI Long Term Equity Fund vs Edelweiss ELSS Tax saver 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 | 5.07% | 5.91% |
| 6 Month | -11.18% | -13.33% |
| 1 Year | 8.03% | 4.83% |
| 3 Year | 22.35% | 12.03% |
| 5 Year | 31.81% | 23.77% |
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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