SBI Long Term Equity Fund vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Fund | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6438 Cr | ₹27306 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Apr 1999 | 31 Mar 1993 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 20.34% | 15% |
Expense Ratio | 1.81 | 1.6 |
Manager | R Janakiraman | Dinesh Balachandran |
ISIN Code | INF090I01775 | INF200K01495 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Month | 4.01% | 2.26% |
6 Month | -1.93% | -3.25% |
1 Year | 9.12% | 7.13% |
3 Year | 19.35% | 24.22% |
5 Year | 26.52% | 28.32% |
SIP Return Analysis
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | 1.43% | 0.66% |
1 Year | -1.68% | -3.7% |
3 Year | 19.16% | 23.74% |
5 Year | 20.31% | 23.76% |
Rolling Lumpsum Returns
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Year | 16.08% | 10.61% |
3 Year | 16.87% | 12.89% |
5 Year | 17.58% | 13.14% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 13.786% | 13.09% |
Sharp | 0.692% | 1.03% |
Beta | 0.94% | 0.95% |
Alpha | 3.459% | 8.29% |
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Fund Managers
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Name | R Janakiraman | Dinesh Balachandran |
Total AUM | ₹50034 Cr | ₹69808 Cr |
Funds Managed | 8 | 4 |
Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
Market Cap
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 1.51 | 13.13 |
Large Cap | 72.91 | 58.86 |
Mid Cap | 16.39 | 18.76 |
Small Cap | 9.19 | 9.25 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 2.34 | 13.06 |
Energy | 3.11 | 7.8 |
Technology | 11.29 | 9.22 |
Industrials | 11.97 | 7.96 |
Financial Services | 29.08 | 25.67 |
Healthcare | 6.4 | 7.68 |
Basic Materials | 4.87 | 7.96 |
Consumer Cyclical | 13.14 | 8.19 |
Communication Services | 6.03 | 3.4 |
Utilities | 3.79 | 4.36 |
Consumer Defensive | 6.25 | 3.92 |
Real Estate | 1.73 | 0.78 |
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