NIPPON INDIA ELSS TAX SAVER FUND vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 Cr | ₹14449 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 21 Sep 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 | 1.71 |
Manager | Dinesh Balachandran | Ashutosh Bhargava |
ISIN Code | INF200K01495 | INF204K01GK4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Month | 4.4% | 8.82% |
6 Month | -7.38% | -6.45% |
1 Year | 8.3% | 9.52% |
3 Year | 22.35% | 15.72% |
5 Year | 28.67% | 25% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
6 Month | -0.77% | 1.92% |
1 Year | -5.15% | -2.2% |
3 Year | 23.15% | 17.5% |
5 Year | 23.49% | 19.26% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Year | 10.61% | 11.69% |
3 Year | 12.89% | 12% |
5 Year | 13.14% | 13.09% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 13.09% | 12.81% |
Sharp | 1.03% | 0.54% |
Beta | 0.95% | 1% |
Alpha | 8.29% | 1.1% |
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Fund Managers
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Name | Dinesh Balachandran | Ashutosh Bhargava |
Total AUM | ₹69808 Cr | ₹121448 Cr |
Funds Managed | 4 | 12 |
SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 13.13 | 2.99 |
Large Cap | 58.86 | 66.7 |
Small Cap | 9.25 | 15.86 |
Mid Cap | 18.76 | 14.45 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 13.06 | 0.23 |
Energy | 7.8 | 4.67 |
Technology | 9.22 | 6.66 |
Consumer Cyclical | 8.19 | 12.32 |
Basic Materials | 7.96 | 4.18 |
Industrials | 7.96 | 11.23 |
Financial Services | 25.67 | 38.25 |
Healthcare | 7.68 | 4.05 |
Consumer Defensive | 3.92 | 8.11 |
Utilities | 4.36 | 6.18 |
Communication Services | 3.4 | 4.12 |
Real Estate | 0.78 | - |
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