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 | 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% |
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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 |
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 |
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