Quant ELSS Tax Saver Fund Regular Plan vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹32609 Cr | ₹10279 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 31 Mar 2000 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 15% | % |
| Expense Ratio | 1.59 | 1.71 |
| Manager | Dinesh Balachandran | Vasav Sahgal |
| ISIN Code | INF200K01495 | INF966L01135 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Month | -1.93% | -4.87% |
| 6 Month | 1.14% | -1.85% |
| 1 Year | 7.9% | 7.03% |
| 3 Year | 23.87% | 15.79% |
| 5 Year | 20.91% | 20.73% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.63% | 2.06% |
| 1 Year | 11.94% | 13.91% |
| 3 Year | 16.46% | 10.91% |
| 5 Year | 19.51% | 14.4% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.03% | 16.59% |
| 3 Year | 15.97% | 17.65% |
| 5 Year | 13.96% | 17.69% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.77% | 15.87% |
| Sharp | 1.26% | 0.59% |
| Beta | 0.95% | 1.17% |
| Alpha | 6.91% | -3.04% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Name | Dinesh Balachandran | Vasav Sahgal |
| Total AUM | ₹69808 Cr | ₹46505 Cr |
| Funds Managed | 4 | 21 |
| SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 10.79 | 15.35 |
| Large Cap | 58.85 | 72.88 |
| Small Cap | 11.91 | 4.92 |
| Mid Cap | 18.44 | 6.85 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 7.94 | 5 |
| Energy | 9.2 | 11.98 |
| Technology | 7.43 | 3.93 |
| Consumer Cyclical | 10.72 | 10.6 |
| Basic Materials | 10.16 | 4.8 |
| Industrials | 6.13 | 11.68 |
| Financial Services | 29.37 | 22.64 |
| Healthcare | 6.54 | 5.23 |
| Consumer Defensive | 4 | 5.8 |
| Utilities | 4.09 | 15.48 |
| Communication Services | 3.33 | - |
| Real Estate | 1.09 | 2.86 |
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