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 | 5.07% | 4.76% |
6 Month | -11.18% | -14.22% |
1 Year | 8.03% | 5.72% |
3 Year | 22.35% | 9.89% |
5 Year | 31.81% | 23.36% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -3.66% | -4.8% |
1 Year | -6.43% | -9.39% |
3 Year | 23.63% | 11.65% |
5 Year | 24.02% | 13.77% |
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 | 1.05% | 0.26% |
Beta | 0.96% | 0.94% |
Alpha | 8.59% | -2.8% |
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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 |
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 | 9.84 | 2.72 |
Large Cap | 59.98 | 70.82 |
Small Cap | 10.2 | 6.63 |
Mid Cap | 19.98 | 19.84 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.76 | 2.72 |
Energy | 8.03 | 3.08 |
Technology | 10.54 | 10.44 |
Consumer Cyclical | 8.83 | 13.94 |
Basic Materials | 7.4 | 5.22 |
Industrials | 9.85 | 7.14 |
Financial Services | 25.05 | 32.26 |
Healthcare | 7.38 | 5.88 |
Consumer Defensive | 4.14 | 6.89 |
Utilities | 4.73 | 3.56 |
Communication Services | 3.31 | 6.36 |
Real Estate | 0.97 | 2.52 |
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