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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 ELSS Tax Saver 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 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

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