360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 Cr | ₹77 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 28 Dec 2022 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 50 TRI |
Turn Over | 15% | % |
Expense Ratio | 1.6 | 0.52 |
Manager | Dinesh Balachandran | Parijat Garg |
ISIN Code | INF200K01495 | INF579M01AL6 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Month | 5.07% | 4.66% |
6 Month | -11.18% | -9.98% |
1 Year | 8.03% | 3.93% |
3 Year | 22.35% | - |
5 Year | 31.81% | - |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
6 Month | -3.66% | -1.21% |
1 Year | -6.43% | -3.18% |
3 Year | 23.63% | - |
5 Year | 24.02% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Year | 10.61% | 25.27% |
3 Year | 12.89% | - |
5 Year | 13.14% | - |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.09% | - |
Sharp | 1.05% | - |
Beta | 0.96% | - |
Alpha | 8.59% | - |
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Fund Managers
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Name | Dinesh Balachandran | Parijat Garg |
Total AUM | ₹69808 Cr | ₹151 Cr |
Funds Managed | 4 | 2 |
SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 9.84 | 1.36 |
Large Cap | 59.98 | 97.37 |
Small Cap | 10.2 | - |
Mid Cap | 19.98 | 1.27 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 9.76 | 0.5 |
Energy | 8.03 | 10.88 |
Technology | 10.54 | 13.08 |
Consumer Cyclical | 8.83 | 9.55 |
Basic Materials | 7.4 | 5.99 |
Industrials | 9.85 | 5.41 |
Financial Services | 25.05 | 36.35 |
Healthcare | 7.38 | 3.8 |
Consumer Defensive | 4.14 | 7.6 |
Utilities | 4.73 | 2.62 |
Communication Services | 3.31 | 4.23 |
Real Estate | 0.97 | - |
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