SBI Long Term Equity Fund vs Quant ELSS Tax Saver Fund Regular Plan 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 Risk | Very High Risk |
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 | -2.83% | -5.76% |
6 Month | -9.78% | -20.62% |
1 Year | 9.07% | -7.97% |
3 Year | 22.84% | 14.61% |
5 Year | 22.19% | 27.07% |
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 | -5.09% | -24.26% |
3 Year | 23.58% | 10.4% |
5 Year | 24.47% | 21.11% |
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 | 1.04% | 0.536% |
Beta | 0.99% | 1.135% |
Alpha | 7.2% | 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 | 9.1 | 8.33 |
Large Cap | 55.87 | 80.76 |
Small Cap | 12.09 | 5.59 |
Mid Cap | 22.94 | 5.33 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 9.1 | 8.41 |
Petroleum Products | 5.48 | 9.85 |
IT - Software | 9.4 | - |
Cement & Cement Products | 2.07 | 5.74 |
Construction | 0.9 | 6.76 |
Non - Ferrous Metals | 1.67 | - |
Banks | 18.98 | - |
Pharmaceuticals & Biotechnology | 5.31 | 8.97 |
Healthcare Services | 1.6 | - |
Ferrous Metals | 2.8 | - |
Insurance | 2.65 | 7.99 |
Industrial Products | 6.34 | - |
Automobiles | 4.91 | - |
Personal Products | 0.93 | - |
Finance | 3.01 | 10.53 |
Capital Markets | 1.58 | - |
Gas | 3.3 | 0.64 |
Transport Services | 0.78 | - |
Diversified FMCG | 2.56 | 6.24 |
Electrical Equipment | 1.65 | - |
Oil | 1.64 | - |
Consumer Durables | 0.88 | 0.93 |
Retailing | 1.87 | - |
Telecom - Services | 3.26 | - |
Chemicals & Petrochemicals | 0.65 | 1.35 |
Fertilizers & Agrochemicals | 0.82 | 0.16 |
Beverages | 0.85 | 2.21 |
Leisure Services | 0.63 | - |
Realty | 1.13 | - |
Power | 3.25 | 13.81 |
Commercial Services & Supplies | - | 0.33 |
Food Products | - | 6.92 |
Auto Components | - | 9.17 |
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