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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) ₹32609 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 -2.71% -6.48%
6 Month -1.25% -3.58%
1 Year 4.87% 1.32%
3 Year 22.22% 12.83%
5 Year 19.38% 19.08%

SIP Return Analysis

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month 0.82% -2.01%
1 Year 8.29% 5.23%
3 Year 15.9% 8.56%
5 Year 19.06% 13%

Rolling Lumpsum Returns

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year 11.03% 16.59%
3 Year 15.97% 17.65%
5 Year 13.96% 17.69%

Risk Management

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
Standard Deviation 13.09% 15.87%
Sharp 1.31% 0.59%
Beta 0.95% 1.17%
Alpha 6.49% -3.04%

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 10.79 15.35
Large Cap 58.85 72.88
Small Cap 11.91 4.92
Mid Cap 18.44 6.85

Sector Allocation

Scheme Name

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 7.94 5
Energy 9.2 11.98
Technology 7.43 3.93
Consumer Cyclical 10.72 10.6
Basic Materials 10.16 4.8
Industrials 6.13 11.68
Financial Services 29.37 22.64
Healthcare 6.54 5.23
Consumer Defensive 4 5.8
Utilities 4.09 15.48
Communication Services 3.33 -
Real Estate 1.09 2.86

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