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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.41% | 2.51% |
| 6 Month | 8.44% | 11.52% |
| 1 Year | 3.51% | 5.12% |
| 3 Year | 23.03% | 16.01% |
| 5 Year | 24.19% | 17.91% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.55% | 3.22% |
| 1 Year | 9.63% | 14.15% |
| 3 Year | 18.37% | 14.78% |
| 5 Year | 20.19% | 14.66% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.17% | 11.5% |
| 3 Year | 15.72% | 13.91% |
| 5 Year | 13.88% | 13.77% |
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% | 13.18% |
| Sharp | 1.25% | 0.71% |
| Beta | 0.95% | 0.98% |
| Alpha | 6.23% | 0.14% |
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 | 8.27 | 5.26 |
| Large Cap | 60.68 | 60.25 |
| Small Cap | 12.81 | 15.72 |
| Mid Cap | 18.24 | 18.76 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.48 | 2.75 |
| Energy | 8.88 | 6.01 |
| Technology | 7.25 | 10.96 |
| Consumer Cyclical | 10.25 | 10.96 |
| Basic Materials | 10.8 | 4.85 |
| Industrials | 7.51 | 9.37 |
| Financial Services | 28.72 | 35.22 |
| Healthcare | 7.32 | 7.63 |
| Consumer Defensive | 4.32 | 5.14 |
| Utilities | 4.26 | 2.13 |
| Communication Services | 3.17 | 3.78 |
| Real Estate | 1.04 | 1.19 |
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