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UTI ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹30271 Cr | ₹3732 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.48% | -2.76% |
| 6 Month | 7.79% | 7.35% |
| 1 Year | -0.47% | -1.48% |
| 3 Year | 23.58% | 11.98% |
| 5 Year | 24.82% | 18.07% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.1% | 1.48% |
| 1 Year | 2.45% | 0.35% |
| 3 Year | 20.18% | 11.37% |
| 5 Year | 21.39% | 12.22% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.2% | 10.99% |
| 3 Year | 13.51% | 11.32% |
| 5 Year | 13.34% | 12.26% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.09% | 12.37% |
| Sharp | 1.35% | 0.63% |
| Beta | 0.95% | 0.93% |
| Alpha | 7.18% | -2.41% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.8 | 4.9 |
| Large Cap | 61.91 | 72.02 |
| Small Cap | 12.03 | 9.56 |
| Mid Cap | 18.26 | 13.52 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.26 | 0.63 |
| Energy | 9.03 | 4.6 |
| Technology | 7.83 | 10.16 |
| Consumer Cyclical | 9.31 | 13.73 |
| Basic Materials | 10.03 | 3.33 |
| Industrials | 8.45 | 8.95 |
| Financial Services | 29.46 | 33.32 |
| Healthcare | 7.59 | 6.9 |
| Consumer Defensive | 4.53 | 6.24 |
| Utilities | 4.47 | 3.62 |
| Communication Services | 1.94 | 6.26 |
| Real Estate | 1.1 | 2.26 |
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