Quant ELSS Tax Saver Fund Regular Plan vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 Cr | ₹10279 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 31 Mar 2000 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 15% | % |
Expense Ratio | 1.6 | 1.71 |
Manager | Dinesh Balachandran | Vasav Sahgal |
ISIN Code | INF200K01495 | INF966L01135 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Month | -2% | -2.14% |
6 Month | -10.71% | -20.72% |
1 Year | 5.7% | -11.32% |
3 Year | 23.39% | 14.71% |
5 Year | 25.45% | 30.65% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | -7.7% | -12.31% |
1 Year | -11.82% | -29.6% |
3 Year | 21.28% | 7.72% |
5 Year | 22.71% | 18.4% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 10.61% | 16.79% |
3 Year | 12.89% | 17.91% |
5 Year | 13.14% | 17.67% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.09% | 17.25% |
Sharp | 1.05% | 0.536% |
Beta | 0.96% | 1.135% |
Alpha | 8.59% | 0.439% |
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Fund Managers
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Name | Dinesh Balachandran | Vasav Sahgal |
Total AUM | ₹69808 Cr | ₹46505 Cr |
Fund Manage | 4 | 21 |
SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 9.83866 | 7.95976 |
Large Cap | 59.98064 | 80.35111 |
Small Cap | 10.20202 | 6.52368 |
Mid Cap | 19.97863 | 5.16543 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 9.76154 | 7.95976 |
Energy | 8.03366 | 15.05643 |
Technology | 10.54461 | 0.32632 |
Consumer Cyclical | 8.83256 | 6.87994 |
Basic Materials | 7.39798 | 7.52341 |
Industrials | 9.84964 | 7.70223 |
Financial Services | 25.04649 | 16.54436 |
Healthcare | 7.38488 | 10.59842 |
Consumer Defensive | 4.14215 | 10.64568 |
Utilities | 4.72567 | 16.135 |
Communication Services | 3.31363 | - |
Real Estate | 0.96714 | 0.62843 |
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