UTI ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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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 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) ₹25732 Cr ₹3919 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 01 Aug 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 23%
Expense Ratio 1.61 1.88
Manager Dinesh Balachandran Vishal Chopda
ISIN Code INF200K01495 INF789F01547
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month -6.05% -7.06%
6 Month 6% 5.65%
1 Year 39.47% 21.11%
3 Year 21.96% 9.31%
5 Year 23.72% 16.97%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 25.6% 16.71%
3 Year 32.61% 18.34%
5 Year 29.34% 18.87%

Rolling Lumpsum Returns

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%

Risk Management

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 1.16% 0.42%
Beta 0.99% 0.96%
Alpha 7.42% -3.05%

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Fund Managers

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

Market Cap

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 11 2.72
Large Cap 52.27 63.89
Small Cap 14.68 8.46
Mid Cap 22.05 24.91

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 9.03 1.37
Automobile 7.87 9.16
Energy 15.89 6.01
Technology 5.41 8.91
Materials 2.39 2.96
Construction 1.76 3.27
Metals & Mining 5.52 1.82
Financial 20.96 26.33
Healthcare 7.61 5.7
Insurance 3 2.13
Consumer Staples 2.64 6.13
Services 3.69 8.42
Capital Goods 9 5.22
Consumer Discretionary 0.58 6.25
Communication 3.2 4.23
Chemicals 1.45 2.07

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