SBI Long Term Equity Fund vs Edelweiss ELSS Tax saver 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) | ₹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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