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) | ₹30271 Cr | ₹8870 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 | -2.48% | -1.69% |
6 Month | 7.79% | 10.55% |
1 Year | -0.47% | 1.79% |
3 Year | 23.58% | 14.1% |
5 Year | 24.82% | 20.04% |
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 | 2.1% | 3.29% |
1 Year | 2.45% | 4.29% |
3 Year | 20.18% | 13.64% |
5 Year | 21.39% | 14.31% |
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 | 10.2% | 12.57% |
3 Year | 13.51% | 14.98% |
5 Year | 13.34% | 15.42% |
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 | 1.35% | 0.78% |
Beta | 0.95% | 0.92% |
Alpha | 7.18% | -0.78% |
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 | 7.8 | 6.03 |
Large Cap | 61.91 | 67.85 |
Small Cap | 12.03 | 10 |
Mid Cap | 18.26 | 16.12 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.26 | 3.71 |
Energy | 9.03 | 5.69 |
Technology | 7.83 | 7.32 |
Consumer Cyclical | 9.31 | 14.54 |
Basic Materials | 10.03 | 5.59 |
Industrials | 8.45 | 12.51 |
Financial Services | 29.46 | 28.78 |
Healthcare | 7.59 | 7.22 |
Consumer Defensive | 4.53 | 6.16 |
Utilities | 4.47 | 3.67 |
Communication Services | 1.94 | 3.15 |
Real Estate | 1.1 | 1.64 |
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