Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Long Term Equity Fund vs Quant ELSS Tax Saver Fund Regular Plan 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) ₹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 6.08% 8.04%
6 Month -10.96% -20.22%
1 Year 10.19% -5.27%
3 Year 23.84% 14.21%
5 Year 31.63% 37.7%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month -3.66% -7.22%
1 Year -6.43% -22.21%
3 Year 23.63% 11.14%
5 Year 24.02% 20.01%

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%

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
Funds Managed 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 9.84 7.96
Large Cap 59.98 80.35
Small Cap 10.2 6.52
Mid Cap 19.98 5.17

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 9.76 7.96
Energy 8.03 15.06
Technology 10.54 0.33
Consumer Cyclical 8.83 6.88
Basic Materials 7.4 7.52
Industrials 9.85 7.7
Financial Services 25.05 16.54
Healthcare 7.38 10.6
Consumer Defensive 4.14 10.65
Utilities 4.73 16.14
Communication Services 3.31 -
Real Estate 0.97 0.63

Top Comparisons

Axis Quant Fund - Regular Plan - Growth Axis Quant Fund - Regular Plan - Growth

3Y Returns10.87%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns21.61%

Compare Now

DSP Regular Savings Fund- Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth

3Y Returns9.27%

VS

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

3Y Returns7.06%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns18.3%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns16.93%

Compare Now

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

3Y Returns6.59%

VS

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.86%

Compare Now
Add to Cart Successfully