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) | ₹32326 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 | 0.39% | 0.2% |
| 6 Month | 3.1% | 4.62% |
| 1 Year | 2.03% | 3.3% |
| 3 Year | 22.43% | 13.81% |
| 5 Year | 22.27% | 23.42% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.31% | 3.04% |
| 1 Year | 12.85% | 17.5% |
| 3 Year | 18.21% | 12.69% |
| 5 Year | 20.1% | 15.57% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.13% | 16.83% |
| 3 Year | 15.81% | 17.78% |
| 5 Year | 13.89% | 17.55% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.03% | 17.25% |
| Sharp | 1.15% | 0.536% |
| Beta | 0.95% | 1.135% |
| Alpha | 6.70% | 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 | 8.9 | 12.54 |
| Large Cap | 60.04 | 74.24 |
| Small Cap | 13.18 | 5.38 |
| Mid Cap | 17.88 | 7.84 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 7.17 | 3.25 |
| Energy | 9.1 | 12.92 |
| Technology | 7.13 | 1.39 |
| Consumer Cyclical | 10.15 | 9.58 |
| Basic Materials | 10.67 | 4.84 |
| Industrials | 7.41 | 11.52 |
| Financial Services | 28.81 | 24 |
| Healthcare | 6.54 | 6.98 |
| Consumer Defensive | 4.23 | 4.31 |
| Utilities | 4.3 | 17.97 |
| Communication Services | 3.4 | - |
| Real Estate | 1.09 | 3.25 |
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