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

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SBI ELSS Tax Saver 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 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)	₹31783 Cr	₹3778 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 ELSS Tax Saver Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	0.53%	0.54%
6 Month	4.02%	3.48%
1 Year	2.38%	1.08%
3 Year	22.14%	12.46%
5 Year	22.62%	14.79%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	3.43%	2.38%
1 Year	13.56%	11.71%
3 Year	19.32%	12.32%
5 Year	20.93%	12.27%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	11.13%	10.62%
3 Year	15.81%	11.52%
5 Year	13.89%	12.46%

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	1.25%	0.56%
Beta	0.95%	0.94%
Alpha	6.23%	-2.88%

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

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	6.51	0.29
Large Cap	59.12	74.84
Mid Cap	19.51	14.86
Small Cap	14.86	10.04

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	6.51	0.29
Petroleum Products	6.72	4.52
IT - Software	7.13	10.13
Retailing	4.25	5.16
Cement & Cement Products	2.82	-
Construction	0.38	0.5
Consumer Durables	3.24	3.87
Non - Ferrous Metals	1.32	-
Banks	22.69	26.06
Pharmaceuticals & Biotechnology	5.5	4.29
Ferrous Metals	3.57	2.32
Insurance	2.32	2.82
Industrial Products	4.63	2.98
Automobiles	4.45	7.02
Personal Products	0.7	2.29
Finance	3.78	4.74
Capital Markets	1.29	-
Gas	2.99	1.35
Transport Services	0.89	0.15
Telecom - Services	3.4	4.76
Electrical Equipment	0.61	-
Diversified FMCG	2.83	-
Oil	1.37	-
Industrial Manufacturing	0.33	-
Chemicals & Petrochemicals	0.51	-
Fertilizers & Agrochemicals	0.7	0.82
Beverages	0.69	-
Auto Components	0.41	3.14
Leisure Services	0.56	1.93
Realty	1.09	3.07
Power	2.32	2.18
Agricultural Food & other Products	-	1.08
Aerospace & Defense	-	1.3
Consumable Fuels	-	1.29
Entertainment	-	0.37
Paper, Forest & Jute Products	-	0.12
Healthcare Services	-	1.48