Quant ELSS Tax Saver Fund Regular Plan vs SBI Long Term Equity Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant ELSS Tax Saver Fund Regular Plan-Growth

Invest Now

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 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) ₹25732 Cr ₹10491 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 01 Apr 2000
Category ELSS ELSS
Fund Type Open Ended Open-ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% %
Expense Ratio 1.61 1.74
Manager Dinesh Balachandran Vasav Sahgal
ISIN Code INF200K01495 INF966L01135
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Month -6.05% -11.14%
6 Month 6% -6.51%
1 Year 39.47% 23.02%
3 Year 21.96% 16.17%
5 Year 23.72% 29.37%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month - -
1 Year 25.6% 7.42%
3 Year 32.61% 23.15%
5 Year 29.34% 29.92%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year 10.31% 16.84%
3 Year 12.57% 18.05%
5 Year 12.99% 17.42%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Standard Deviation 13.09% 15.87%
Sharp 1.16% 1.13%
Beta 0.99% 0.97%
Alpha 7.42% 4.61%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 11 8.33
Large Cap 52.27 80.76
Small Cap 14.68 5.59
Mid Cap 22.05 5.33

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 9.03 8.41
Automobile 7.87 -
Energy 15.89 -
Technology 5.41 -
Materials 2.39 -
Construction 1.76 6.76
Metals & Mining 5.52 -
Financial 20.96 -
Healthcare 7.61 -
Insurance 3 7.99
Consumer Staples 2.64 -
Services 3.69 -
Capital Goods 9 -
Consumer Discretionary 0.58 -
Communication 3.2 -
Chemicals 1.45 -
Petroleum Products - 9.85
Chemicals & Petrochemicals - 1.35
Diversified FMCG - 6.24
Cement & Cement Products - 5.74
Commercial Services & Supplies - 0.33
Gas - 0.64
Finance - 10.53
Food Products - 6.92
Power - 13.81
Consumer Durables - 0.93
Pharmaceuticals & Biotechnology - 8.97
Auto Components - 9.17
Fertilizers & Agrochemicals - 0.16
Beverages - 2.21

Top Comparisons

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

Tata Nifty MidSmall Healthcare Index Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

3Y Returns0%

Compare Now

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns5.83%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns5.79%

Compare Now

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.65%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.65%

Compare Now
Request call back
Add to Cart Successfully