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) | ₹29937 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 | 2.19% | 2.64% |
6 Month | 11.45% | 14.18% |
1 Year | -2.28% | -10.73% |
3 Year | 22.97% | 13.42% |
5 Year | 25.2% | 26.47% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | 2.9% | 3.1% |
1 Year | 8.07% | 7.99% |
3 Year | 20.51% | 12.32% |
5 Year | 21.45% | 16.78% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 10.2% | 15.7% |
3 Year | 13.51% | 17.87% |
5 Year | 13.34% | 18.19% |
Risk Management
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.09% | 17.25% |
Sharp | 1.18% | 0.536% |
Beta | 0.96% | 1.135% |
Alpha | 6.98% | 0.439% |
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 | 7.8 | 3.64 |
Large Cap | 61.91 | 80.75 |
Small Cap | 12.03 | 6.62 |
Mid Cap | 18.26 | 8.99 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 6.26 | 2.93 |
Energy | 9.03 | 15.46 |
Technology | 7.83 | - |
Consumer Cyclical | 9.31 | 9.82 |
Basic Materials | 10.03 | 5.19 |
Industrials | 8.45 | 9.96 |
Financial Services | 29.46 | 22.76 |
Healthcare | 7.59 | 9.39 |
Consumer Defensive | 4.53 | 4.72 |
Utilities | 4.47 | 16.13 |
Communication Services | 1.94 | - |
Real Estate | 1.1 | 3.64 |
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