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 Risk | Very High Risk |
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 | -2.83% | -0.9% |
6 Month | -9.78% | -7.73% |
1 Year | 9.07% | 4.12% |
3 Year | 22.84% | - |
5 Year | 22.19% | - |
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 | - | - |
1 Year | -5.11% | -3.67% |
3 Year | 23.38% | - |
5 Year | 24.07% | - |
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 | 1.04% | - |
Beta | 0.99% | - |
Alpha | 7.2% | - |
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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 |
Fund Manage | 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 | 9.1 | 1.22 |
Large Cap | 55.87 | 98.17 |
Small Cap | 12.09 | - |
Mid Cap | 22.94 | 0.59 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 9.1 | 0.32 |
Petroleum Products | 5.48 | - |
IT - Software | 9.4 | - |
Cement & Cement Products | 2.07 | - |
Construction | 0.9 | 4.25 |
Non - Ferrous Metals | 1.67 | - |
Banks | 18.98 | - |
Pharmaceuticals & Biotechnology | 5.31 | - |
Healthcare Services | 1.6 | - |
Ferrous Metals | 2.8 | - |
Insurance | 2.65 | 1.27 |
Industrial Products | 6.34 | - |
Automobiles | 4.91 | - |
Personal Products | 0.93 | - |
Finance | 3.01 | - |
Capital Markets | 1.58 | - |
Gas | 3.3 | - |
Transport Services | 0.78 | - |
Diversified FMCG | 2.56 | - |
Electrical Equipment | 1.65 | - |
Oil | 1.64 | - |
Consumer Durables | 0.88 | - |
Retailing | 1.87 | - |
Telecom - Services | 3.26 | - |
Chemicals & Petrochemicals | 0.65 | - |
Fertilizers & Agrochemicals | 0.82 | - |
Beverages | 0.85 | - |
Leisure Services | 0.63 | - |
Realty | 1.13 | - |
Power | 3.25 | - |
Energy | - | 14.72 |
Technology | - | 12.27 |
Metals & Mining | - | 3.14 |
Materials | - | 4.38 |
Consumer Staples | - | 8.01 |
Financial | - | 32.91 |
Healthcare | - | 4.23 |
Automobile | - | 7.77 |
Consumer Discretionary | - | 1.5 |
Communication | - | 3.44 |
Services | - | 1.77 |
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