Quant ELSS Tax Saver Fund Regular Plan vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 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 | 1.6 | 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 Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Month | 6.43% | 6.74% |
6 Month | 3.15% | -1.1% |
1 Year | 10.56% | -4.25% |
3 Year | 28.66% | 20.04% |
5 Year | 30.44% | 34.92% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | 5.21% | 6.4% |
1 Year | 4.1% | -4.26% |
3 Year | 25.26% | 14.91% |
5 Year | 24.39% | 20.54% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 10.61% | 16.79% |
3 Year | 12.89% | 17.91% |
5 Year | 13.14% | 17.67% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.09% | 17.25% |
Sharp | 1.17% | 0.536% |
Beta | 0.94% | 1.135% |
Alpha | 7.87% | 0.439% |
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Fund Managers
Scheme Name | SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 9.01 | 7.96 |
Large Cap | 61.32 | 80.35 |
Small Cap | 11.41 | 6.52 |
Mid Cap | 18.26 | 5.17 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 9.01 | 7.96 |
Petroleum Products | 6.58 | - |
IT - Software | 10.28 | - |
Retailing | 2.32 | - |
Cement & Cement Products | 2.17 | - |
Construction | 0.38 | - |
Non - Ferrous Metals | 1.22 | - |
Banks | 21.9 | - |
Pharmaceuticals & Biotechnology | 5.42 | - |
Healthcare Services | 1.03 | - |
Ferrous Metals | 3.21 | - |
Insurance | 2.09 | - |
Industrial Products | 6.06 | - |
Automobiles | 4.36 | - |
Personal Products | 0.84 | - |
Finance | 2.69 | - |
Capital Markets | 1.47 | - |
Gas | 2.96 | - |
Transport Services | 0.56 | - |
Diversified FMCG | 2.13 | - |
Electrical Equipment | 0.73 | - |
Oil | 1.51 | - |
Consumer Durables | 1.06 | - |
Telecom - Services | 3.48 | - |
Chemicals & Petrochemicals | 0.58 | - |
Fertilizers & Agrochemicals | 0.67 | - |
Beverages | 0.88 | - |
Leisure Services | 0.72 | - |
Realty | 0.68 | - |
Power | 3.01 | - |
Energy | - | 15.06 |
Healthcare | - | 10.6 |
Industrials | - | 7.7 |
Basic Materials | - | 7.52 |
Consumer Defensive | - | 10.65 |
Financial Services | - | 16.54 |
Real Estate | - | 0.63 |
Utilities | - | 16.14 |
Consumer Cyclical | - | 6.88 |
Technology | - | 0.33 |
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