Edelweiss ELSS Tax saver Fund vs SBI Long Term Equity Fund compare

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Fund	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹30420 Cr	₹417 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	31 Mar 1993	30 Dec 2008
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	15%	57%
Expense Ratio	1.59	2.35
Manager	Dinesh Balachandran	Trideep Bhattacharya
ISIN Code	INF200K01495	INF754K01517
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month	2.97%	3.66%
6 Month	6.96%	9.55%
1 Year	3.86%	4.92%
3 Year	23.28%	16.01%
5 Year	25.25%	19.05%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	3.19%	4.55%
1 Year	12.08%	15.6%
3 Year	19.54%	15.53%
5 Year	20.94%	15.18%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year	10.07%	11.64%
3 Year	13.66%	13.8%
5 Year	13.41%	13.72%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation	13.09%	13.18%
Sharp	1.28%	0.71%
Beta	0.96%	0.98%
Alpha	6.79%	0.14%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Name	Dinesh Balachandran	Trideep Bhattacharya
Total AUM	₹69808 Cr	₹0 Cr
Funds Managed	4	9
	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	6.45	5.26
Large Cap	59.07	60.25
Mid Cap	19.93	18.76
Small Cap	14.55	15.72

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	6.45	2.75
Petroleum Products	6.51	-
IT - Software	7.24	-
Retailing	4.27	-
Cement & Cement Products	3.01	-
Construction	0.36	-
Consumer Durables	2.5	-
Non - Ferrous Metals	1.24	-
Banks	22.53	-
Pharmaceuticals & Biotechnology	5.66	-
Healthcare Services	0.66	-
Ferrous Metals	3.44	-
Insurance	2.47	-
Industrial Products	4.7	-
Automobiles	4.62	-
Personal Products	0.77	-
Finance	3.46	-
Capital Markets	1.39	-
Gas	3.07	-
Transport Services	0.89	-
Telecom - Services	3.17	-
Electrical Equipment	0.63	-
Diversified FMCG	2.83	-
Oil	1.34	-
Industrial Manufacturing	0.36	-
Chemicals & Petrochemicals	0.51	-
Fertilizers & Agrochemicals	0.87	-
Beverages	0.72	-
Auto Components	0.43	-
Leisure Services	0.61	-
Realty	1.04	-
Power	2.25	-
Energy	-	6.01
Technology	-	10.96
Consumer Defensive	-	5.14
Consumer Cyclical	-	10.96
Industrials	-	9.37
Basic Materials	-	4.85
Healthcare	-	7.63
Financial Services	-	35.22
Utilities	-	2.13
Real Estate	-	1.19
Communication Services	-	3.78