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

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SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Fund	SBI Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹27306 Cr	₹383 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	1.6	2.35
Manager	Dinesh Balachandran	Trideep Bhattacharya
ISIN Code	INF200K01495	INF754K01517
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month	3.02%	2.95%
6 Month	-1.83%	-3.98%
1 Year	4.39%	4.01%
3 Year	28.85%	20.31%
5 Year	28.61%	22.23%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	6.72%	7.91%
1 Year	5.34%	5.45%
3 Year	23.97%	16.48%
5 Year	23.62%	16.33%

Scheme Name	SBI Long Term Equity 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%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation	13.09%	13.32%
Sharp	1.36%	0.526%
Beta	0.94%	0.938%
Alpha	7.65%	-0.306%

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Scheme Name	SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	9.14	4.15
Large Cap	61.53	63.86
Small Cap	11.28	13.66
Mid Cap	18.05	18.34

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	9.14	3.06
Petroleum Products	7.08	-
IT - Software	9.75	-
Retailing	2.39	-
Cement & Cement Products	2.02	-
Construction	0.35	-
Non - Ferrous Metals	1.08	-
Banks	22.62	-
Pharmaceuticals & Biotechnology	5.72	-
Healthcare Services	0.98	-
Ferrous Metals	3.05	-
Insurance	2.15	-
Industrial Products	5.54	-
Automobiles	4.39	-
Personal Products	0.88	-
Finance	2.54	-
Capital Markets	1.56	-
Gas	3.01	-
Transport Services	0.65	-
Diversified FMCG	3.2	-
Electrical Equipment	0.72	-
Oil	1.46	-
Consumer Durables	1.01	-
Telecom - Services	2	-
Chemicals & Petrochemicals	0.54	-
Fertilizers & Agrochemicals	0.71	-
Beverages	0.92	-
Leisure Services	0.75	-
Realty	0.76	-
Power	3.03	-
Energy	-	6.33
Industrials	-	11.24
Technology	-	12.37
Consumer Defensive	-	4.92
Consumer Cyclical	-	9.54
Healthcare	-	8
Financial Services	-	33.47
Basic Materials	-	4.18
Utilities	-	2.22
Real Estate	-	1.56
Communication Services	-	3.11