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) ₹6816 Cr ₹25732 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Apr 1999 31 Mar 1993
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 20.34% 15%
Expense Ratio 1.8 1.61
Manager R Janakiraman Dinesh Balachandran
ISIN Code INF090I01775 INF200K01495
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Month -5.47% -6.05%
6 Month 7.64% 6%
1 Year 31.12% 39.47%
3 Year 16.81% 21.96%
5 Year 19.87% 23.72%

SIP Return Analysis

Scheme Name Franklin India ELSS Tax Saver Fund-Growth SBI Long Term Equity Fund - Regular Plan- Growth
6 Month - -
1 Year 22.32% 25.6%
3 Year 25.96% 32.61%
5 Year 25.14% 29.34%

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% 1.16%
Beta 0.92% 0.99%
Alpha 3.42% 7.42%

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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 5.99 11
Large Cap 72.54 52.27
Mid Cap 14.96 22.05
Small Cap 6.53 14.68

Sector Allocation

Scheme Name

Franklin India ELSS Tax Saver Fund-Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Others 4.3 9.03
Materials 5.4 2.39
Automobile 4.57 7.87
Energy 9.46 15.89
Technology 8.68 5.41
Construction 5.79 1.76
Financial 26.05 20.96
Healthcare 3.77 7.61
Capital Goods 7.84 9
Services 6.39 3.69
Consumer Staples 6.77 2.64
Consumer Discretionary 3.32 0.58
Communication 5.41 3.2
Insurance 0.77 3
Textiles 1.5 -
Metals & Mining - 5.52
Chemicals - 1.45

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