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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) | ₹29937 Cr | ₹3665 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 | 2.82% | 3.92% |
| 6 Month | 12.5% | 14.25% |
| 1 Year | -1.98% | -3.87% |
| 3 Year | 24.2% | 13.19% |
| 5 Year | 25.02% | 18.25% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.9% | 3.21% |
| 1 Year | 8.07% | 8.48% |
| 3 Year | 20.51% | 12.94% |
| 5 Year | 21.45% | 12.83% |
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 | 1.18% | 0.48% |
| Beta | 0.96% | 0.93% |
| Alpha | 6.98% | -2.45% |
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 | 7.94 | 6.22 |
| Large Cap | 61.47 | 71.67 |
| Small Cap | 12.51 | 9 |
| Mid Cap | 18.08 | 13.1 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.81 | 1.02 |
| Energy | 8.8 | 4.54 |
| Technology | 8.02 | 10.21 |
| Consumer Cyclical | 10.07 | 14.57 |
| Basic Materials | 10.65 | 3.21 |
| Industrials | 7.77 | 8.19 |
| Financial Services | 28.34 | 32.36 |
| Healthcare | 7.71 | 6.66 |
| Consumer Defensive | 4.51 | 6.13 |
| Utilities | 4.28 | 3.58 |
| Communication Services | 2.99 | 7.21 |
| Real Estate | 1.05 | 2.31 |
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