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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 Risk | Very High Risk |
| 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 | -2.93% | -2.83% |
| 6 Month | -9.27% | -9.78% |
| 1 Year | 6.52% | 9.07% |
| 3 Year | 16.3% | 22.84% |
| 5 Year | 18.2% | 22.19% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -6.6% | -5.09% |
| 3 Year | 17.22% | 23.58% |
| 5 Year | 20.23% | 24.47% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 16.18% | 10.61% |
| 3 Year | 16.87% | 12.89% |
| 5 Year | 17.56% | 13.14% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 13.52% | 13.09% |
| Sharp | 0.749% | 1.04% |
| Beta | 0.952% | 0.99% |
| Alpha | 2.685% | 7.2% |
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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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