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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) | ₹30271 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 | -4.4% | -5.77% |
| 6 Month | 2.79% | 4.98% |
| 1 Year | -1.66% | -12.11% |
| 3 Year | 23.72% | 15.13% |
| 5 Year | 24.91% | 26.87% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.85% | 3.07% |
| 1 Year | 1.36% | -2.56% |
| 3 Year | 19.79% | 10.16% |
| 5 Year | 21.15% | 16.15% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.2% | 15.7% |
| 3 Year | 13.51% | 17.87% |
| 5 Year | 13.34% | 18.19% |
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 | 1.58% | 0.536% |
| Beta | 0.94% | 1.135% |
| Alpha | 7.03% | 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 | 7.8 | 2.77 |
| Large Cap | 61.91 | 82.53 |
| Small Cap | 12.03 | 6.87 |
| Mid Cap | 18.26 | 7.83 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 6.26 | 2.14 |
| Energy | 9.03 | 16.05 |
| Technology | 7.83 | 0 |
| Consumer Cyclical | 9.31 | 9.96 |
| Basic Materials | 10.03 | 7.51 |
| Industrials | 8.45 | 9.82 |
| Financial Services | 29.46 | 18.49 |
| Healthcare | 7.59 | 8.87 |
| Consumer Defensive | 4.53 | 7.43 |
| Utilities | 4.47 | 15.89 |
| Communication Services | 1.94 | - |
| Real Estate | 1.1 | 3.85 |
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