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 | 6.08% | 8.74% |
6 Month | -10.96% | -12.78% |
1 Year | 10.19% | 7.67% |
3 Year | 23.84% | 16% |
5 Year | 31.63% | 26.88% |
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 | -3.66% | -3.76% |
1 Year | -6.43% | -8.53% |
3 Year | 23.63% | 16% |
5 Year | 24.02% | 18.79% |
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 | 1.05% | 0.53% |
Beta | 0.96% | 0.99% |
Alpha | 8.59% | 0.88% |
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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 | 9.84 | 4.01 |
Large Cap | 59.98 | 65.76 |
Small Cap | 10.2 | 15.86 |
Mid Cap | 19.98 | 14.36 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 9.76 | 1.27 |
Energy | 8.03 | 4.43 |
Technology | 10.54 | 6.95 |
Consumer Cyclical | 8.83 | 12.42 |
Basic Materials | 7.4 | 4.27 |
Industrials | 9.85 | 10.86 |
Financial Services | 25.05 | 36.52 |
Healthcare | 7.38 | 4.69 |
Consumer Defensive | 4.14 | 8.3 |
Utilities | 4.73 | 6.1 |
Communication Services | 3.31 | 4.18 |
Real Estate | 0.97 | - |
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