Edelweiss ELSS Tax saver Fund vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹30616 Cr | ₹431 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 |
Trailing Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.61% | -3.17% |
6 Month | 6.68% | 6.89% |
1 Year | -1.21% | -1.11% |
3 Year | 25.49% | 16.57% |
5 Year | 26.05% | 20.12% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.38% | 4.71% |
1 Year | 5.49% | 4.2% |
3 Year | 22.87% | 15.53% |
5 Year | 23.11% | 15.75% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.42% | 12.12% |
3 Year | 13.24% | 13.49% |
5 Year | 13.27% | 13.58% |
Risk Management
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.09% | 13.65% |
Sharp | 1.58% | 1.01% |
Beta | 0.94% | 0.96% |
Alpha | 7.03% | 0.87% |
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Fund Managers
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 |
Market Cap
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.95 | 4.85 |
Large Cap | 62.6 | 62.76 |
Small Cap | 11.16 | 13.92 |
Mid Cap | 17.29 | 18.46 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.12 | 1.69 |
Energy | 9.52 | 6.27 |
Technology | 9.8 | 11.2 |
Consumer Cyclical | 8.7 | 9.93 |
Basic Materials | 9.58 | 4.74 |
Industrials | 8.15 | 8.87 |
Financial Services | 28.38 | 36.72 |
Healthcare | 7.37 | 8.16 |
Consumer Defensive | 4.46 | 4.82 |
Utilities | 4.84 | 2.34 |
Communication Services | 2.01 | 3.92 |
Real Estate | 1.06 | 1.34 |
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