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) | ₹29667 Cr | ₹412 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 | 2.42% | 4.41% |
6 Month | 4.48% | 3.76% |
1 Year | 5.43% | 4.69% |
3 Year | 29.8% | 21.28% |
5 Year | 28.32% | 22.37% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.72% | 11% |
1 Year | 9.86% | 12.15% |
3 Year | 25.61% | 18.84% |
5 Year | 24.58% | 17.71% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.42% | 12.12% |
3 Year | 13.24% | 13.49% |
5 Year | 13.27% | 13.58% |
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% | 14.02% |
Sharp | 1.36% | 0.78% |
Beta | 0.94% | 0.95% |
Alpha | 7.65% | 0.59% |
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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 | 9.14 | 4.15 |
Large Cap | 61.53 | 63.86 |
Small Cap | 11.28 | 13.66 |
Mid Cap | 18.05 | 18.34 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver 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 |
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