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) | ₹31783 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 | 0.73% | 0.04% |
| 6 Month | 3.86% | 5.4% |
| 1 Year | 2.1% | 1.24% |
| 3 Year | 22.25% | 13.62% |
| 5 Year | 22.65% | 23.86% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.89% | 3.49% |
| 1 Year | 12.99% | 17.27% |
| 3 Year | 18.42% | 12.41% |
| 5 Year | 20.29% | 15.54% |
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 | 6.51 | 12.54 |
| Large Cap | 59.12 | 74.24 |
| Mid Cap | 19.51 | 7.84 |
| Small Cap | 14.86 | 5.38 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 6.51 | 3.25 |
| Petroleum Products | 6.72 | - |
| IT - Software | 7.13 | - |
| Retailing | 4.25 | - |
| Cement & Cement Products | 2.82 | - |
| Construction | 0.38 | - |
| Consumer Durables | 3.24 | - |
| Non - Ferrous Metals | 1.32 | - |
| Banks | 22.69 | - |
| Pharmaceuticals & Biotechnology | 5.5 | - |
| Ferrous Metals | 3.57 | - |
| Insurance | 2.32 | - |
| Industrial Products | 4.63 | - |
| Automobiles | 4.45 | - |
| Personal Products | 0.7 | - |
| Finance | 3.78 | - |
| Capital Markets | 1.29 | - |
| Gas | 2.99 | - |
| Transport Services | 0.89 | - |
| Telecom - Services | 3.4 | - |
| Electrical Equipment | 0.61 | - |
| Diversified FMCG | 2.83 | - |
| Oil | 1.37 | - |
| Industrial Manufacturing | 0.33 | - |
| Chemicals & Petrochemicals | 0.51 | - |
| Fertilizers & Agrochemicals | 0.7 | - |
| Beverages | 0.69 | - |
| Auto Components | 0.41 | - |
| Leisure Services | 0.56 | - |
| Realty | 1.09 | - |
| Power | 2.32 | - |
| Energy | - | 12.92 |
| Technology | - | 1.39 |
| Consumer Defensive | - | 4.31 |
| Industrials | - | 11.52 |
| Basic Materials | - | 4.84 |
| Healthcare | - | 6.98 |
| Financial Services | - | 24 |
| Real Estate | - | 3.25 |
| Utilities | - | 17.97 |
| Consumer Cyclical | - | 9.58 |
Top Comparisons
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.36%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.35%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns19.11%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.95%
Tata Focused Fund-Regular Plan-Growth
3Y Returns13.76%
Quant Focused Fund-Growth
3Y Returns12.85%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
PGIM India Retirement Fund - Regular (G)
3Y Returns0%