- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹30420 Cr | ₹3678 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 | 2.2% | 1.5% |
| 6 Month | 6.33% | 4.84% |
| 1 Year | 6.71% | 5.67% |
| 3 Year | 23.19% | 12.9% |
| 5 Year | 24.21% | 16% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.55% | 1.14% |
| 1 Year | 9.63% | 8.75% |
| 3 Year | 18.37% | 11.52% |
| 5 Year | 20.19% | 11.71% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.17% | 10.67% |
| 3 Year | 15.72% | 11.49% |
| 5 Year | 13.88% | 12.43% |
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 | 1.25% | 0.56% |
| Beta | 0.95% | 0.94% |
| Alpha | 6.23% | -2.88% |
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 | 8.27 | 5.11 |
| Large Cap | 60.68 | 72.39 |
| Small Cap | 12.81 | 8.91 |
| Mid Cap | 18.24 | 13.59 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.48 | 0.28 |
| Energy | 8.88 | 5.81 |
| Technology | 7.25 | 10.13 |
| Consumer Cyclical | 10.25 | 13.45 |
| Basic Materials | 10.8 | 3.26 |
| Industrials | 7.51 | 8.49 |
| Financial Services | 28.72 | 33.62 |
| Healthcare | 7.32 | 5.77 |
| Consumer Defensive | 4.32 | 5.19 |
| Utilities | 4.26 | 3.53 |
| Communication Services | 3.17 | 7.42 |
| Real Estate | 1.04 | 3.06 |
Top Comparisons
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.16%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.35%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns22.61%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns22.99%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns21.32%
LIC Nifty Next 50 Index Fund Growth
3Y Returns16.96%
Kotak Arbitrage Fund - Growth
3Y Returns7.3%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.14%
