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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 | 2.6% | 4.09% |
| 6 Month | -3.28% | -9.47% |
| 1 Year | 7.53% | -7.84% |
| 3 Year | 24.41% | 14.61% |
| 5 Year | 28.97% | 34.08% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.66% | 1.45% |
| 1 Year | -3.7% | -13.8% |
| 3 Year | 23.74% | 12.89% |
| 5 Year | 23.76% | 19.94% |
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 | 1.03% | 0.536% |
| Beta | 0.95% | 1.135% |
| Alpha | 8.29% | 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 | 13.13 | 7.96 |
| Large Cap | 58.86 | 80.35 |
| Small Cap | 9.25 | 6.52 |
| Mid Cap | 18.76 | 5.17 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 13.06 | 7.96 |
| Energy | 7.8 | 15.06 |
| Technology | 9.22 | 0.33 |
| Consumer Cyclical | 8.19 | 6.88 |
| Basic Materials | 7.96 | 7.52 |
| Industrials | 7.96 | 7.7 |
| Financial Services | 25.67 | 16.54 |
| Healthcare | 7.68 | 10.6 |
| Consumer Defensive | 3.92 | 10.65 |
| Utilities | 4.36 | 16.14 |
| Communication Services | 3.4 | - |
| Real Estate | 0.78 | 0.63 |
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