UTI ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹27306 Cr | ₹3643 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 | 1.6 | 1.9 |
Manager | Dinesh Balachandran | Vishal Chopda |
ISIN Code | INF200K01495 | INF789F01547 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.31% | 7.74% |
6 Month | -0.56% | -0.09% |
1 Year | 11.69% | 10.69% |
3 Year | 28.28% | 16.85% |
5 Year | 29.89% | 22.54% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.1% | 0.36% |
1 Year | -5.39% | -6.28% |
3 Year | 21.67% | 11.56% |
5 Year | 22.36% | 12.98% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.61% | 11.44% |
3 Year | 12.89% | 11.24% |
5 Year | 13.14% | 12.09% |
Risk Management
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 | 1.17% | 0.49% |
Beta | 0.94% | 0.94% |
Alpha | 7.87% | -2.03% |
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Fund Managers
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 |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.01 | 3.23 |
Large Cap | 61.32 | 69.15 |
Small Cap | 11.41 | 6.73 |
Mid Cap | 18.26 | 20.88 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.01 | 3.23 |
Petroleum Products | 6.58 | 3.26 |
IT - Software | 10.28 | 9.52 |
Retailing | 2.32 | 5.02 |
Cement & Cement Products | 2.17 | 1.66 |
Construction | 0.38 | - |
Non - Ferrous Metals | 1.22 | - |
Banks | 21.9 | 22.29 |
Pharmaceuticals & Biotechnology | 5.42 | 2.74 |
Healthcare Services | 1.03 | 3.26 |
Ferrous Metals | 3.21 | 2.29 |
Insurance | 2.09 | 2.92 |
Industrial Products | 6.06 | 3.02 |
Automobiles | 4.36 | 3.84 |
Personal Products | 0.84 | 2.34 |
Finance | 2.69 | 5.76 |
Capital Markets | 1.47 | - |
Gas | 2.96 | 1.21 |
Transport Services | 0.56 | - |
Diversified FMCG | 2.13 | - |
Electrical Equipment | 0.73 | - |
Oil | 1.51 | - |
Consumer Durables | 1.06 | 5.1 |
Telecom - Services | 3.48 | 5.44 |
Chemicals & Petrochemicals | 0.58 | - |
Fertilizers & Agrochemicals | 0.67 | 1.45 |
Beverages | 0.88 | - |
Leisure Services | 0.72 | 2.17 |
Realty | 0.68 | 2.61 |
Power | 3.01 | 2.61 |
Agricultural Food & other Products | - | 1.03 |
Food Products | - | 1.29 |
Aerospace & Defense | - | 1.53 |
Financial Technology (Fintech) | - | 0.72 |
Entertainment | - | 0.35 |
Auto Components | - | 3.33 |
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