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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 | 8.11% | 7.53% |
| 6 Month | 2.02% | 1.64% |
| 1 Year | 12.34% | 10.63% |
| 3 Year | 23.19% | 28.23% |
| 5 Year | 28.48% | 30.02% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.44% | -0.1% |
| 1 Year | -1.73% | -5.39% |
| 3 Year | 17.97% | 21.67% |
| 5 Year | 19.29% | 22.36% |
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% | 1.17% |
| Beta | 0.94% | 0.94% |
| Alpha | 3.459% | 7.87% |
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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 | 9.01 |
| Large Cap | 72.91 | 61.32 |
| Mid Cap | 16.39 | 18.26 |
| Small Cap | 9.19 | 11.41 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 2.34 | 9.01 |
| Energy | 3.11 | - |
| Technology | 11.29 | - |
| Industrials | 11.97 | - |
| Financial Services | 29.08 | - |
| Healthcare | 6.4 | - |
| Basic Materials | 4.87 | - |
| Consumer Cyclical | 13.14 | - |
| Communication Services | 6.03 | - |
| Utilities | 3.79 | - |
| Consumer Defensive | 6.25 | - |
| Real Estate | 1.73 | - |
| 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 |
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