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) | ₹30271 Cr | ₹416 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 | -2.48% | -2.13% |
6 Month | 7.79% | 10.06% |
1 Year | -0.47% | 0.65% |
3 Year | 23.58% | 15.18% |
5 Year | 24.82% | 19.09% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.1% | 3.2% |
1 Year | 2.45% | 3.23% |
3 Year | 20.18% | 13.97% |
5 Year | 21.39% | 14.59% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.2% | 11.9% |
3 Year | 13.51% | 13.66% |
5 Year | 13.34% | 13.67% |
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% | 13.28% |
Sharp | 1.35% | 0.72% |
Beta | 0.95% | 0.98% |
Alpha | 7.18% | 0.50% |
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 | 7.8 | 5.34 |
Large Cap | 61.91 | 61.18 |
Small Cap | 12.03 | 15.57 |
Mid Cap | 18.26 | 17.91 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.26 | 2.21 |
Energy | 9.03 | 6.09 |
Technology | 7.83 | 10.99 |
Consumer Cyclical | 9.31 | 10.12 |
Basic Materials | 10.03 | 4.94 |
Industrials | 8.45 | 8.76 |
Financial Services | 29.46 | 35.61 |
Healthcare | 7.59 | 8.58 |
Consumer Defensive | 4.53 | 5.14 |
Utilities | 4.47 | 2.43 |
Communication Services | 1.94 | 3.87 |
Real Estate | 1.1 | 1.27 |
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