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	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%

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%

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	1.17%	0.526%
Beta	0.94%	0.938%
Alpha	7.87%	-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	9.01	4.15
Large Cap	61.32	63.86
Small Cap	11.41	13.66
Mid Cap	18.26	18.34

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