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) | ₹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 |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.03% | 6.15% |
| 6 Month | 24.74% | 26.21% |
| 1 Year | 53.05% | 34.6% |
| 3 Year | 27.31% | 14.63% |
| 5 Year | 27.47% | 21.26% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 24.14% | 15.2% |
| 3 Year | 61.1% | 30.76% |
| 5 Year | 108.17% | 63.05% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 27.83% | 21.05% |
| 3 Year | 76.83% | 48.23% |
| 5 Year | 116.62% | 69.76% |
| 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 | 1.41% | 0.64% |
| Beta | 0.96% | 0.93% |
| Alpha | 9.39% | -2.51% |
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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 | 11 | 2.72 |
| Large Cap | 52.27 | 63.89 |
| Small Cap | 14.68 | 8.46 |
| Mid Cap | 22.05 | 24.91 |
| 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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