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) | ₹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 | 0.49% | 1.74% |
6 Month | 8.56% | 11.01% |
1 Year | 0.15% | 0.65% |
3 Year | 24.78% | 16.99% |
5 Year | 25.2% | 19.28% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.35% | 3.01% |
1 Year | 9.13% | 12.86% |
3 Year | 19.42% | 15.14% |
5 Year | 20.99% | 15.08% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.07% | 11.64% |
3 Year | 13.66% | 13.8% |
5 Year | 13.41% | 13.72% |
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% | 13.12% |
Sharp | 1.28% | 0.70% |
Beta | 0.96% | 0.99% |
Alpha | 6.79% | 0.40% |
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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