UTI ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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SBI Long Term Equity Fund - Regular Plan- Growth

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UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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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	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund	SBI Long Term Equity Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹29667 Cr	₹3777 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	31 Mar 1993	30 Jul 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	15%	23%
Expense Ratio	1.59	1.9
Manager	Dinesh Balachandran	Vishal Chopda
ISIN Code	INF200K01495	INF789F01547
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	2.97%	3.48%
6 Month	4.24%	4.09%
1 Year	5.63%	3.72%
3 Year	29.79%	18.48%
5 Year	28.2%	20.89%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	8.72%	10.06%
1 Year	9.86%	10.57%
3 Year	25.61%	16.49%
5 Year	24.58%	15.6%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	10.42%	11.19%
3 Year	13.24%	11.24%
5 Year	13.27%	12.2%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	13.09%	12.37%
Sharp	1.36%	0.67%
Beta	0.94%	0.94%
Alpha	7.65%	-2.15%

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Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Name	Dinesh Balachandran	Vishal Chopda
Total AUM	₹69808 Cr	₹6487 Cr
Funds Managed	4	3
	SBI Long Term Equity Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	9.14	3.67
Large Cap	61.53	70.46
Small Cap	11.28	6.24
Mid Cap	18.05	19.63

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	9.14	3.67
Petroleum Products	7.08	4.8
IT - Software	9.75	9.23
Retailing	2.39	4.51
Cement & Cement Products	2.02	1.97
Construction	0.35	-
Non - Ferrous Metals	1.08	-
Banks	22.62	21.77
Pharmaceuticals & Biotechnology	5.72	2.8
Healthcare Services	0.98	2.83
Ferrous Metals	3.05	2.1
Insurance	2.15	2.98
Industrial Products	5.54	2.98
Automobiles	4.39	4.06
Personal Products	0.88	2.36
Finance	2.54	5.74
Capital Markets	1.56	-
Gas	3.01	1.3
Transport Services	0.65	-
Diversified FMCG	3.2	-
Electrical Equipment	0.72	-
Oil	1.46	-
Consumer Durables	1.01	5.08
Telecom - Services	2	4.73
Chemicals & Petrochemicals	0.54	-
Fertilizers & Agrochemicals	0.71	1.21
Beverages	0.92	-
Leisure Services	0.75	2.32
Realty	0.76	2.48
Power	3.03	2.48
Agricultural Food & other Products	-	1.11
Food Products	-	1.43
Aerospace & Defense	-	1.56
Financial Technology (Fintech)	-	0.66
Entertainment	-	0.51
Auto Components	-	3.33