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

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SBI Long Term Equity 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 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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month	2.26%	2.32%
6 Month	-3.25%	-4.81%
1 Year	7.13%	6.44%
3 Year	24.22%	14.95%
5 Year	28.32%	21.04%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	0.66%	0.17%
1 Year	-3.7%	-5.57%
3 Year	23.74%	14.82%
5 Year	23.76%	15.81%

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%

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	1.03%	0.526%
Beta	0.95%	0.938%
Alpha	8.29%	-0.306%

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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

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	13.13	4.15
Large Cap	58.86	63.86
Small Cap	9.25	13.66
Mid Cap	18.76	18.34

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	13.06	3.06
Energy	7.8	6.33
Technology	9.22	12.37
Consumer Cyclical	8.19	9.54
Basic Materials	7.96	4.18
Industrials	7.96	11.24
Financial Services	25.67	33.47
Healthcare	7.68	8
Consumer Defensive	3.92	4.92
Utilities	4.36	2.22
Communication Services	3.4	3.11
Real Estate	0.78	1.56