Canara Robeco ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹32609 Cr | ₹9022 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 02 Feb 2009 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | BSE 500 TRI |
| Turn Over | 15% | 32% |
| Expense Ratio | 1.59 | 1.69 |
| Manager | Dinesh Balachandran | Shridatta Bhandwaldar |
| ISIN Code | INF200K01495 | INF760K01100 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.93% | -2.18% |
| 6 Month | 1.14% | -0.4% |
| 1 Year | 7.9% | 7.7% |
| 3 Year | 23.87% | 15.56% |
| 5 Year | 20.91% | 15% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.06% | -3.92% |
| 1 Year | 1.04% | -1.47% |
| 3 Year | 13.82% | 8.6% |
| 5 Year | 18.07% | 10.98% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.03% | 12.09% |
| 3 Year | 15.97% | 14.95% |
| 5 Year | 13.96% | 15.53% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.09% | 12.05% |
| Sharp | 1.31% | 0.77% |
| Beta | 0.95% | 0.92% |
| Alpha | 6.49% | -0.71% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dinesh Balachandran | Shridatta Bhandwaldar |
| Total AUM | ₹69808 Cr | ₹69491 Cr |
| Funds Managed | 4 | 12 |
| SBI ELSS Tax Saver Fund - Regular Plan- Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.79 | 7.45 |
| Large Cap | 58.85 | 68.69 |
| Small Cap | 11.91 | 8.83 |
| Mid Cap | 18.44 | 15.02 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.94 | 3.04 |
| Energy | 9.2 | 5.63 |
| Technology | 7.43 | 6.69 |
| Consumer Cyclical | 10.72 | 14.61 |
| Basic Materials | 10.16 | 5.45 |
| Industrials | 6.13 | 12.89 |
| Financial Services | 29.37 | 29.55 |
| Healthcare | 6.54 | 6.3 |
| Consumer Defensive | 4 | 6.3 |
| Utilities | 4.09 | 2.84 |
| Communication Services | 3.33 | 4.25 |
| Real Estate | 1.09 | 2.46 |
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