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SBI Long Term Equity Fund vs Franklin India ELSS Tax Saver Fund compare

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tortoise-icon Franklin India ELSS Tax Saver Fund-Growth

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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