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 4.03% 2.51%
6 Month 24.74% 20.36%
1 Year 53.05% 40.42%
3 Year 27.31% 18.58%
5 Year 27.47% 20.41%

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 24.14% 16.94%
3 Year 61.1% 36.65%
5 Year 108.17% 67.95%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 27.83% 20.92%
3 Year 76.83% 52.22%
5 Year 116.62% 76.54%

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 1.41% 0.93%
Beta 0.96% 0.91%
Alpha 9.39% -0.58%

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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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