Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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

Top Comparisons

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.89%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns7.22%

Compare Now

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns7.14%

VS

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns7.46%

Compare Now

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns19.56%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns16.14%

Compare Now

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

3Y Returns9.74%

VS

Axis Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth

3Y Returns10.25%

Compare Now
Add to Cart Successfully