SBI Long Term Equity Fund vs Quant ELSS Tax Saver Fund Regular Plan 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 -6.36% -7.25%
6 Month 8.85% 2.56%
1 Year 41.24% 32.64%
3 Year 21.08% 17.62%
5 Year 23.97% 31.12%

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%

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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 11 7.33
Large Cap 52.27 70.33
Small Cap 14.68 10.65
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

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

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