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

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

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tortoise-icon Quant ELSS Tax Saver 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 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 3.37% -1.08%
6 Month 18.03% 16.23%
1 Year 52.45% 52.9%
3 Year 26.44% 26.35%
5 Year 27.43% 35.97%

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 24.14% 25.23%
3 Year 61.1% 56.42%
5 Year 108.17% 141.67%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year 27.83% 38.92%
3 Year 76.83% 96.88%
5 Year 116.62% 147.55%

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 1.51% 1.13%
Beta 0.93% 0.97%
Alpha 9.01% 4.61%

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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

Small Cap 14.68 10.65
Others 11 7.33
Large Cap 52.27 70.33
Mid Cap 22.05 11.69

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Capital Goods 9 2.45
Others 9.03 3.53
Financial 20.96 24.01
Energy 15.89 22.15
Automobile 7.87 3.13
Communication 3.2 0.9
Healthcare 7.61 5.7
Metals & Mining 5.52 13.19
Technology 5.41 4.55
Consumer Staples 2.64 7.11
Insurance 3 4.07
Construction 1.76 3.89
Services 3.69 2.15
Chemicals 1.45 0.69
Materials 2.39 2.48
Consumer Discretionary 0.58 -

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