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 Risk | Very High Risk |
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 | -2.83% | -3.2% |
6 Month | -9.78% | -12% |
1 Year | 9.07% | 4.5% |
3 Year | 22.84% | 14.28% |
5 Year | 22.19% | 15.81% |
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 | - | - |
1 Year | -5.09% | -10.93% |
3 Year | 23.58% | 14.18% |
5 Year | 24.47% | 18.22% |
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 | 1.04% | 0.59% |
Beta | 0.99% | 1% |
Alpha | 7.2% | 0.52% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 9.1 | 0.48 |
Large Cap | 55.87 | 69.89 |
Small Cap | 12.09 | 16.22 |
Mid Cap | 22.94 | 13.41 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 9.1 | 0.48 |
Petroleum Products | 5.48 | 2.72 |
IT - Software | 9.4 | 6.12 |
Cement & Cement Products | 2.07 | 2.52 |
Construction | 0.9 | 3.55 |
Non - Ferrous Metals | 1.67 | - |
Banks | 18.98 | 21.93 |
Pharmaceuticals & Biotechnology | 5.31 | 3.31 |
Healthcare Services | 1.6 | 1 |
Ferrous Metals | 2.8 | - |
Insurance | 2.65 | 4.61 |
Industrial Products | 6.34 | 3.64 |
Automobiles | 4.91 | 2.01 |
Personal Products | 0.93 | - |
Finance | 3.01 | 9.34 |
Capital Markets | 1.58 | 3.2 |
Gas | 3.3 | - |
Transport Services | 0.78 | 1.29 |
Diversified FMCG | 2.56 | 1.56 |
Electrical Equipment | 1.65 | - |
Oil | 1.64 | - |
Consumer Durables | 0.88 | 2.45 |
Retailing | 1.87 | 2.97 |
Telecom - Services | 3.26 | 3.16 |
Chemicals & Petrochemicals | 0.65 | 1.76 |
Fertilizers & Agrochemicals | 0.82 | - |
Beverages | 0.85 | 4.14 |
Leisure Services | 0.63 | 1.86 |
Realty | 1.13 | 0.69 |
Power | 3.25 | 6.62 |
Entertainment | - | 1 |
Agricultural Food & other Products | - | 0.9 |
Auto Components | - | 4.25 |
Diversified | - | 1.12 |
Consumable Fuels | - | 1.8 |
Top Comparisons
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns7.25%
Quant Multi Asset Fund-Growth
3Y Returns18.34%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns13.22%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns16.62%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns8.37%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns9.57%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns7.95%
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%