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
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) | ₹27306 Cr | ₹3643 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 | 1.9 |
Manager | Dinesh Balachandran | Vishal Chopda |
ISIN Code | INF200K01495 | INF789F01547 |
Exits Load | Data not available./365 | Data not available./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 | 1.72% | 3.62% |
6 Month | -5.97% | -6.38% |
1 Year | 10.07% | 10.39% |
3 Year | 23.12% | 11.79% |
5 Year | 29.73% | 22.17% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.77% | 0.07% |
1 Year | -5.15% | -5.07% |
3 Year | 23.15% | 12.73% |
5 Year | 23.49% | 14.04% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.61% | 11.44% |
3 Year | 12.89% | 11.24% |
5 Year | 13.14% | 12.09% |
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 | 1.03% | 0.28% |
Beta | 0.95% | 0.94% |
Alpha | 8.29% | -2.54% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 13.13 | 2.72 |
Large Cap | 58.86 | 70.82 |
Small Cap | 9.25 | 6.63 |
Mid Cap | 18.76 | 19.84 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 13.06 | 2.72 |
Energy | 7.8 | 3.08 |
Technology | 9.22 | 10.44 |
Consumer Cyclical | 8.19 | 13.94 |
Basic Materials | 7.96 | 5.22 |
Industrials | 7.96 | 7.14 |
Financial Services | 25.67 | 32.26 |
Healthcare | 7.68 | 5.88 |
Consumer Defensive | 3.92 | 6.89 |
Utilities | 4.36 | 3.56 |
Communication Services | 3.4 | 6.36 |
Real Estate | 0.78 | 2.52 |
Top Comparisons
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Kotak Money Market Fund - (Growth)
3Y Returns7.12%
Kotak Money Market Fund - (Growth)
3Y Returns7.12%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns17.31%
Quant Value Fund Regular - Growth
3Y Returns18.41%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.27%
HSBC Equity Savings Fund - Regular Growth
3Y Returns10.99%