Compare SBI Long Term Equity Fund vs Quant ELSS Tax Saver Fund
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.6 | 1.72 |
NAV | ₹418.08 | ₹360.44 |
Fund Started | 07 May 2007 | 08 Mar 2000 |
Fund Size | ₹27559.31 Cr | ₹10979.71 Cr |
Exit Load | - | - |
Returns
1 Year | 41.24% | 27.85% |
3 Year | 21.08% | 16.43% |
5 Year | 23.94% | 30.18% |
Holding Analysis
Equity | 90.90% | 93.04% |
Cash | 9.10% | 6.96% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Dinesh Balachandran | Ankit A Pande |
Start Date | 04 May 2018 | 22 Aug 2023 |
About Fund
Description | The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999. | The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income. |
Launch Date | 07 May 2007 | 08 Mar 2000 |
