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

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tortoise-icon SBI ELSS Tax Saver Fund - Regular Plan- Growth

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tortoise-icon 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) ₹32326 Cr ₹448 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 0.02% -0.43%
6 Month 4.45% 6.42%
1 Year 4.17% 3.94%
3 Year 22.59% 16.5%
5 Year 21.73% 16.38%

SIP Return Analysis

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month 1.37% 2.67%
1 Year 9.93% 14.55%
3 Year 17.81% 14.77%
5 Year 20.19% 14.89%

Rolling Lumpsum Returns

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 11.11% 11.28%
3 Year 15.88% 14%
5 Year 13.92% 13.79%

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 1.21% 0.71%
Beta 0.95% 0.98%
Alpha 6.3% 0.89%

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 9.93 6.36
Large Cap 59.36 57.6
Small Cap 12.34 16.61
Mid Cap 18.36 19.43

Sector Allocation

Scheme Name

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 7.31 2.07
Energy 9.14 7.08
Technology 7.33 11.55
Consumer Cyclical 10.76 10.8
Basic Materials 9.98 4.41
Industrials 6.68 8.88
Financial Services 29.45 36.43
Healthcare 6.67 7.51
Consumer Defensive 4.02 4.28
Utilities 4.14 1.88
Communication Services 3.35 3.94
Real Estate 1.16 1.17

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