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SBI Long Term Equity Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
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) | ₹6438 Cr | ₹27306 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 | 1.81 | 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 | 6.91% | 4.4% |
| 6 Month | -6.31% | -7.38% |
| 1 Year | 10.32% | 8.3% |
| 3 Year | 17.08% | 22.35% |
| 5 Year | 26.54% | 28.67% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 0.24% | -0.77% |
| 1 Year | -2.27% | -5.15% |
| 3 Year | 18.84% | 23.15% |
| 5 Year | 20.2% | 23.49% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 16.08% | 10.61% |
| 3 Year | 16.87% | 12.89% |
| 5 Year | 17.58% | 13.14% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 13.786% | 13.09% |
| Sharp | 0.692% | 1.03% |
| Beta | 0.94% | 0.95% |
| Alpha | 3.459% | 8.29% |
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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 |
| Funds Managed | 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 | 1.51 | 13.13 |
| Large Cap | 72.91 | 58.86 |
| Mid Cap | 16.39 | 18.76 |
| Small Cap | 9.19 | 9.25 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 2.34 | 13.06 |
| Energy | 3.11 | 7.8 |
| Technology | 11.29 | 9.22 |
| Industrials | 11.97 | 7.96 |
| Financial Services | 29.08 | 25.67 |
| Healthcare | 6.4 | 7.68 |
| Basic Materials | 4.87 | 7.96 |
| Consumer Cyclical | 13.14 | 8.19 |
| Communication Services | 6.03 | 3.4 |
| Utilities | 3.79 | 4.36 |
| Consumer Defensive | 6.25 | 3.92 |
| Real Estate | 1.73 | 0.78 |
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