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) | ₹30616 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 | -1.89% | -2.31% |
6 Month | 6.65% | 9.02% |
1 Year | -0.95% | -11.05% |
3 Year | 25.48% | 17.44% |
5 Year | 25.88% | 29.36% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | 4.38% | 4.67% |
1 Year | 5.49% | 0.35% |
3 Year | 22.87% | 12.86% |
5 Year | 23.11% | 18.06% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 10.42% | 16.12% |
3 Year | 13.24% | 17.67% |
5 Year | 13.27% | 18.02% |
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 | 1.58% | 0.536% |
Beta | 0.94% | 1.135% |
Alpha | 7.03% | 0.439% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 8.95 | 2.77 |
Large Cap | 62.6 | 82.53 |
Small Cap | 11.16 | 6.87 |
Mid Cap | 17.29 | 7.83 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 6.12 | 2.14 |
Energy | 9.52 | 16.05 |
Technology | 9.8 | 0 |
Consumer Cyclical | 8.7 | 9.96 |
Basic Materials | 9.58 | 7.51 |
Industrials | 8.15 | 9.82 |
Financial Services | 28.38 | 18.49 |
Healthcare | 7.37 | 8.87 |
Consumer Defensive | 4.46 | 7.43 |
Utilities | 4.84 | 15.89 |
Communication Services | 2.01 | - |
Real Estate | 1.06 | 3.85 |
Top Comparisons
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns19.52%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.75%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.47%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns18.04%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns23.86%
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
3Y Returns0%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.08%