SBI Long Term Equity Fund vs Franklin India ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
Fund Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6833 Cr ₹27559 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 10 Apr 1999 31 Mar 1993
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over 20.34% 15%
Expense Ratio 1.8 1.6
Manager R Janakiraman Dinesh Balachandran
ISIN Code INF090I01775 INF200K01495
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Month 2.39% 1.43%
6 Month 5.5% 1.24%
1 Year 23.55% 30.19%
3 Year 19.56% 24.77%
5 Year 20.43% 24.26%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
6 Month - -
1 Year 15.86% 14.84%
3 Year 25.14% 30.52%
5 Year 24.84% 28.36%

Rolling Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Year 16.05% 10.31%
3 Year 16.83% 12.57%
5 Year 17.47% 12.99%

Risk Management

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation 12.29% 13.09%
Sharp 1.24% 1.24%
Beta 0.92% 0.98%
Alpha 3.42% 7.54%

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Fund Managers

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
Name R Janakiraman Dinesh Balachandran
Total AUM ₹50034 Cr ₹69808 Cr
Fund Manage 8 4
Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth

Market Cap

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Others 2.24 9.1
Small Cap 10.58 12.09
Large Cap 72.97 55.87
Mid Cap 14.19 22.94

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Others 2.24 9.1
Cement & Cement Products 5.02 2.07
Petroleum Products 3.71 5.48
IT - Software 10.96 9.4
Construction 4.69 0.9
Banks 25.17 18.98
Pharmaceuticals & Biotechnology 3.54 5.31
Ferrous Metals 0.92 2.8
Automobiles 4.21 4.91
Finance 0.99 3.01
Telecom - Services 5.74 3.26
Gas 1.04 3.3
Industrial Products 2.54 6.34
Agricultural Food & other Products 1.53 -
Consumer Durables 2.97 0.88
Aerospace & Defense 1.76 -
Financial Technology (Fintech) 1.37 -
Healthcare Services 2.18 1.6
Capital Markets 0.83 1.58
Chemicals & Petrochemicals 0.69 0.65
Household Products 1.31 -
Power 2.74 3.25
Retailing 2.66 1.87
Textiles & Apparels 1.69 -
Leisure Services 2.79 0.63
Realty 0.69 1.13
Beverages 3.45 0.85
Auto Components 2 -
Commercial Services & Supplies 0.55 -
Non - Ferrous Metals - 1.67
Insurance - 2.65
Personal Products - 0.93
Transport Services - 0.78
Diversified FMCG - 2.56
Electrical Equipment - 1.65
Oil - 1.64
Fertilizers & Agrochemicals - 0.82

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