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

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tortoise-icon SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Fund SBI Long Term Equity Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹27306 Cr ₹383 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 1.6 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 Long Term Equity Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month 7.31% 8.62%
6 Month -0.56% -1.23%
1 Year 11.69% 11.81%
3 Year 28.28% 19.3%
5 Year 29.89% 23.24%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month -0.1% -0.04%
1 Year -5.39% -6.27%
3 Year 21.67% 13.35%
5 Year 22.36% 14.64%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 10.61% 12.53%
3 Year 12.89% 13.51%
5 Year 13.14% 13.44%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 13.09% 13.32%
Sharp 1.17% 0.526%
Beta 0.94% 0.938%
Alpha 7.87% -0.306%

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Fund Managers

Scheme Name SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 9.01 4.15
Large Cap 61.32 63.86
Small Cap 11.41 13.66
Mid Cap 18.26 18.34

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 9.01 3.06
Petroleum Products 6.58 -
IT - Software 10.28 -
Retailing 2.32 -
Cement & Cement Products 2.17 -
Construction 0.38 -
Non - Ferrous Metals 1.22 -
Banks 21.9 -
Pharmaceuticals & Biotechnology 5.42 -
Healthcare Services 1.03 -
Ferrous Metals 3.21 -
Insurance 2.09 -
Industrial Products 6.06 -
Automobiles 4.36 -
Personal Products 0.84 -
Finance 2.69 -
Capital Markets 1.47 -
Gas 2.96 -
Transport Services 0.56 -
Diversified FMCG 2.13 -
Electrical Equipment 0.73 -
Oil 1.51 -
Consumer Durables 1.06 -
Telecom - Services 3.48 -
Chemicals & Petrochemicals 0.58 -
Fertilizers & Agrochemicals 0.67 -
Beverages 0.88 -
Leisure Services 0.72 -
Realty 0.68 -
Power 3.01 -
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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