UTI ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹27559 Cr | ₹3873 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 30 Jul 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 15% | 23% |
| Expense Ratio | 1.6 | 1.87 |
| Manager | Dinesh Balachandran | Vishal Chopda |
| ISIN Code | INF200K01495 | INF789F01547 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.08% | 1.81% |
| 6 Month | 1.04% | 0.57% |
| 1 Year | 32.96% | 18.13% |
| 3 Year | 25.91% | 12.83% |
| 5 Year | 24.21% | 17.08% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.84% | 10.71% |
| 3 Year | 30.52% | 17.35% |
| 5 Year | 28.36% | 18.22% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.31% | 11.36% |
| 3 Year | 12.57% | 11.27% |
| 5 Year | 12.99% | 11.99% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.09% | 12.37% |
| Sharp | 1.24% | 0.45% |
| Beta | 0.98% | 0.96% |
| Alpha | 7.54% | -3.34% |
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| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dinesh Balachandran | Vishal Chopda |
| Total AUM | ₹69808 Cr | ₹6487 Cr |
| Fund Manage | 4 | 3 |
| SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.1 | 2.37 |
| Large Cap | 55.87 | 62.97 |
| Small Cap | 12.09 | 9.75 |
| Mid Cap | 22.94 | 24.95 |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.1 | 2.37 |
| Petroleum Products | 5.48 | 2.51 |
| IT - Software | 9.4 | 10.42 |
| Cement & Cement Products | 2.07 | 2.14 |
| Construction | 0.9 | 1.61 |
| Non - Ferrous Metals | 1.67 | - |
| Banks | 18.98 | 21.05 |
| Pharmaceuticals & Biotechnology | 5.31 | 3.03 |
| Healthcare Services | 1.6 | 2.94 |
| Ferrous Metals | 2.8 | 1.55 |
| Insurance | 2.65 | 2.85 |
| Industrial Products | 6.34 | 2.92 |
| Automobiles | 4.91 | 3.22 |
| Personal Products | 0.93 | 2.45 |
| Finance | 3.01 | 3.89 |
| Capital Markets | 1.58 | - |
| Gas | 3.3 | 1.37 |
| Transport Services | 0.78 | - |
| Diversified FMCG | 2.56 | - |
| Electrical Equipment | 1.65 | 0.09 |
| Oil | 1.64 | - |
| Consumer Durables | 0.88 | 6.59 |
| Retailing | 1.87 | 5.84 |
| Telecom - Services | 3.26 | 4.64 |
| Chemicals & Petrochemicals | 0.65 | - |
| Fertilizers & Agrochemicals | 0.82 | 2.38 |
| Beverages | 0.85 | 0.3 |
| Leisure Services | 0.63 | 2 |
| Realty | 1.13 | 2.59 |
| Power | 3.25 | 3.04 |
| Agricultural Food & other Products | - | 0.93 |
| Food Products | - | 1.18 |
| Aerospace & Defense | - | 1.4 |
| Financial Technology (Fintech) | - | 0.75 |
| Auto Components | - | 3.99 |
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