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

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon 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) ₹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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