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Quant ELSS Tax Saver Fund Regular Plan vs SBI Long Term Equity Fund compare

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tortoise-icon SBI ELSS Tax Saver Fund - Regular Plan- Growth

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tortoise-icon Quant ELSS Tax Saver Fund Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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