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

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SBI ELSS Tax Saver 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 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)	₹31783 Cr	₹440 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

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month	0.73%	1.56%
6 Month	3.86%	6.26%
1 Year	2.1%	2.6%
3 Year	22.25%	15.91%
5 Year	22.65%	17.22%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	2.89%	4.77%
1 Year	12.99%	18.57%
3 Year	18.42%	15.45%
5 Year	20.29%	15.06%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year	11.13%	11.39%
3 Year	15.81%	13.96%
5 Year	13.89%	13.79%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation	13.03%	13.18%
Sharp	1.15%	0.71%
Beta	0.95%	0.98%
Alpha	6.70%	0.89%

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

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	6.51	4.18
Large Cap	59.12	60.18
Mid Cap	19.51	18.95
Small Cap	14.86	16.68

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	6.51	1.54
Petroleum Products	6.72	-
IT - Software	7.13	-
Retailing	4.25	-
Cement & Cement Products	2.82	-
Construction	0.38	-
Consumer Durables	3.24	-
Non - Ferrous Metals	1.32	-
Banks	22.69	-
Pharmaceuticals & Biotechnology	5.5	-
Ferrous Metals	3.57	-
Insurance	2.32	-
Industrial Products	4.63	-
Automobiles	4.45	-
Personal Products	0.7	-
Finance	3.78	-
Capital Markets	1.29	-
Gas	2.99	-
Transport Services	0.89	-
Telecom - Services	3.4	-
Electrical Equipment	0.61	-
Diversified FMCG	2.83	-
Oil	1.37	-
Industrial Manufacturing	0.33	-
Chemicals & Petrochemicals	0.51	-
Fertilizers & Agrochemicals	0.7	-
Beverages	0.69	-
Auto Components	0.41	-
Leisure Services	0.56	-
Realty	1.09	-
Power	2.32	-
Energy	-	6.97
Technology	-	11.43
Consumer Defensive	-	4.93
Consumer Cyclical	-	10.6
Industrials	-	8.97
Basic Materials	-	4.74
Healthcare	-	7.37
Financial Services	-	36.23
Utilities	-	1.99
Real Estate	-	1.29
Communication Services	-	3.93