SBI Long Duration Fund vs Nippon India Nivesh Lakshya Fund compare
SBI Long Duration Fund - Regular Plan - Growth
SBI Long Duration Fund - Regular Plan - Growth
Nippon India Nivesh Lakshya Fund- Growth Option
Chart Comparison
Overview
Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Fund- Growth Option |
---|---|---|---|
Fund | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Fund- Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderate |
Asset Size (Cr) | ₹2885 Cr | ₹2885 Cr | ₹9487 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 21 Dec 2022 | 21 Dec 2022 | 06 Jul 2018 |
Category | Long Duration | Long Duration | Long Duration |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Long Duration Debt A-III Index | CRISIL Long Duration Debt A-III Index | CRISIL Long Duration Fund AIII Index |
Turn Over | 0.0% | 0.0% | 49% |
Expense Ratio | 0.67 | 0.67 | 0.61 |
Manager | Pradeep Kesavan | Pradeep Kesavan | Pranay Sinha |
ISIN Code | INF200KA13T1 | INF200KA13T1 | INF204KB1ZB0 |
Exits Load | Data not available./365 | Data not available./365 | Nippon India Nivesh Lakshya Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Fund- Growth Option |
---|---|---|---|
1 Month | 2.34% | 2.34% | 2.68% |
6 Month | 5.03% | 5.03% | 5.68% |
1 Year | 12.79% | 12.79% | 12.82% |
3 Year | - | - | 9.25% |
5 Year | - | - | 6.98% |
SIP Return Analysis
Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Fund- Growth Option |
---|---|---|---|
6 Month | 3.64% | 3.64% | 4.06% |
1 Year | 10.81% | 10.81% | 12.07% |
3 Year | - | - | 10.35% |
5 Year | - | - | 8.04% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Fund- Growth Option |
---|---|---|---|
1 Year | 10.46% | 10.46% | 8.32% |
3 Year | - | - | 5.68% |
5 Year | - | - | 7.46% |
Risk Management
Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Fund- Growth Option |
---|---|---|---|
Standard Deviation | - | - | 3.758% |
Sharp | - | - | 0.117% |
Beta | - | - | 1.716% |
Alpha | - | - | 0.49% |
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 Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Fund- Growth Option |
---|---|---|---|
Name | Pradeep Kesavan | Pradeep Kesavan | Pranay Sinha |
Total AUM | ₹434274 Cr | ₹434274 Cr | ₹21046 Cr |
Funds Managed | 43 | 43 | 6 |
SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Fund- Growth Option |
Market Cap
Scheme Name |
SBI Long Duration Fund - Regular Plan - Growth |
SBI Long Duration Fund - Regular Plan - Growth |
Nippon India Nivesh Lakshya Fund- Growth Option |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Long Duration Fund - Regular Plan - Growth |
SBI Long Duration Fund - Regular Plan - Growth |
Nippon India Nivesh Lakshya Fund- Growth Option |
---|---|---|---|
Others | 100 | 100 | 100 |
Top Comparisons
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns6.75%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.06%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns22.39%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns14.39%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.78%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.78%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns19.7%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns12.99%