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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 | 3.61% | 7.76% |
| 6 Month | -9.39% | -8.91% |
| 1 Year | 7.01% | 7.95% |
| 3 Year | 21.89% | 15.18% |
| 5 Year | 29.03% | 25.54% |
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 | -4.37% | -2.57% |
| 1 Year | -11.28% | -10.47% |
| 3 Year | 20.55% | 13.98% |
| 5 Year | 21.87% | 17.12% |
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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