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SBI Long Term Equity Fund vs NIPPON INDIA ELSS TAX SAVER 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 | -2% | -2.04% |
| 6 Month | -10.71% | -14.3% |
| 1 Year | 5.7% | 1.43% |
| 3 Year | 23.39% | 15.2% |
| 5 Year | 25.45% | 19.7% |
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 | -7.7% | -9.89% |
| 1 Year | -11.82% | -17.94% |
| 3 Year | 21.28% | 11.84% |
| 5 Year | 22.71% | 16.45% |
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 |
| 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 | 9.83866 | 4.01205 |
| Large Cap | 59.98064 | 65.76166 |
| Small Cap | 10.20202 | 15.86159 |
| Mid Cap | 19.97863 | 14.36466 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 9.76154 | 1.27313 |
| Energy | 8.03366 | 4.42666 |
| Technology | 10.54461 | 6.95268 |
| Consumer Cyclical | 8.83256 | 12.42429 |
| Basic Materials | 7.39798 | 4.26929 |
| Industrials | 9.84964 | 10.86184 |
| Financial Services | 25.04649 | 36.52314 |
| Healthcare | 7.38488 | 4.69317 |
| Consumer Defensive | 4.14215 | 8.3029 |
| Utilities | 4.72567 | 6.09727 |
| Communication Services | 3.31363 | 4.17559 |
| Real Estate | 0.96714 | - |
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