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SBI Long Term Equity Fund vs Quant ELSS Tax Saver Fund Regular Plan compare

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon Quant ELSS Tax Saver Fund Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 6.63% 6.25%
6 Month 2.86% -2.02%
1 Year 11.21% -4.81%
3 Year 28.72% 20.23%
5 Year 30.38% 34.69%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month -0.1% 0.66%
1 Year -5.39% -15.07%
3 Year 21.67% 10.66%
5 Year 22.36% 18.24%

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 1.17% 0.536%
Beta 0.94% 1.135%
Alpha 7.87% 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 9.01 7.96
Large Cap 61.32 80.35
Small Cap 11.41 6.52
Mid Cap 18.26 5.17

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 9.01 7.96
Petroleum Products 6.58 -
IT - Software 10.28 -
Retailing 2.32 -
Cement & Cement Products 2.17 -
Construction 0.38 -
Non - Ferrous Metals 1.22 -
Banks 21.9 -
Pharmaceuticals & Biotechnology 5.42 -
Healthcare Services 1.03 -
Ferrous Metals 3.21 -
Insurance 2.09 -
Industrial Products 6.06 -
Automobiles 4.36 -
Personal Products 0.84 -
Finance 2.69 -
Capital Markets 1.47 -
Gas 2.96 -
Transport Services 0.56 -
Diversified FMCG 2.13 -
Electrical Equipment 0.73 -
Oil 1.51 -
Consumer Durables 1.06 -
Telecom - Services 3.48 -
Chemicals & Petrochemicals 0.58 -
Fertilizers & Agrochemicals 0.67 -
Beverages 0.88 -
Leisure Services 0.72 -
Realty 0.68 -
Power 3.01 -
Energy - 15.06
Healthcare - 10.6
Industrials - 7.7
Basic Materials - 7.52
Consumer Defensive - 10.65
Financial Services - 16.54
Real Estate - 0.63
Utilities - 16.14
Consumer Cyclical - 6.88
Technology - 0.33

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