SBI Long Term Equity Fund vs Quant ELSS Tax Saver Fund Regular Plan 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) | ₹30420 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 | -0.02% | 1.88% |
6 Month | 10.74% | 14.34% |
1 Year | -1.47% | -7.7% |
3 Year | 25.07% | 16.03% |
5 Year | 24.72% | 26.24% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | 1.11% | 2.69% |
1 Year | 8.38% | 12.87% |
3 Year | 19.19% | 12.47% |
5 Year | 20.73% | 16.42% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 10.07% | 15.51% |
3 Year | 13.66% | 17.67% |
5 Year | 13.41% | 18.37% |
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 | 1.28% | 0.536% |
Beta | 0.96% | 1.135% |
Alpha | 6.79% | 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 | 7.94 | 3.17 |
Large Cap | 61.47 | 82.29 |
Small Cap | 12.51 | 6.52 |
Mid Cap | 18.08 | 8.02 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 5.81 | 1.91 |
Energy | 8.8 | 15.24 |
Technology | 8.02 | 1.73 |
Consumer Cyclical | 10.07 | 9.51 |
Basic Materials | 10.65 | 5.19 |
Industrials | 7.77 | 10.17 |
Financial Services | 28.34 | 23.67 |
Healthcare | 7.71 | 9 |
Consumer Defensive | 4.51 | 4.63 |
Utilities | 4.28 | 15.47 |
Communication Services | 2.99 | - |
Real Estate | 1.05 | 3.48 |
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