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) | ₹30420 Cr | ₹8799 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 | 0.49% | 0.44% |
| 6 Month | 8.56% | 9.64% |
| 1 Year | 0.15% | 0.89% |
| 3 Year | 24.78% | 15.6% |
| 5 Year | 25.2% | 19.03% |
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 | 1.35% | 2.25% |
| 1 Year | 9.13% | 12.02% |
| 3 Year | 19.42% | 14.43% |
| 5 Year | 20.99% | 14.45% |
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 | 10.07% | 12.37% |
| 3 Year | 13.66% | 14.89% |
| 5 Year | 13.41% | 15.47% |
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 | 1.28% | 0.72% |
| Beta | 0.96% | 0.92% |
| Alpha | 6.79% | -0.83% |
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 | 8.27 | 6.45 |
| Large Cap | 60.68 | 68.04 |
| Small Cap | 12.81 | 9.84 |
| Mid Cap | 18.24 | 15.66 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.48 | 3.53 |
| Energy | 8.88 | 5.67 |
| Technology | 7.25 | 6.6 |
| Consumer Cyclical | 10.25 | 15.78 |
| Basic Materials | 10.8 | 5.35 |
| Industrials | 7.51 | 13.28 |
| Financial Services | 28.72 | 28.56 |
| Healthcare | 7.32 | 6.83 |
| Consumer Defensive | 4.32 | 5.83 |
| Utilities | 4.26 | 3.39 |
| Communication Services | 3.17 | 3.4 |
| Real Estate | 1.04 | 1.78 |
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