SBI Long Term Equity Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹25732 Cr ₹15921 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 05 Sep 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 23%
Expense Ratio 1.61 1.7
Manager Dinesh Balachandran Ashutosh Bhargava
ISIN Code INF200K01495 INF204K01GK4
Exits Load Nil/365 Nil/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 -6.05% -6.51%
6 Month 6% 4.45%
1 Year 39.47% 29.23%
3 Year 21.96% 15.64%
5 Year 23.72% 17.39%

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 25.6% 19.88%
3 Year 32.61% 24.06%
5 Year 29.34% 23.7%

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 10.31% 11.45%
3 Year 12.57% 11.83%
5 Year 12.99% 12.64%

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 1.16% 0.8%
Beta 0.99% 0.98%
Alpha 7.42% 1.95%

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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 11 2.68
Large Cap 52.27 66.59
Small Cap 14.68 15.93
Mid Cap 22.05 14.8

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Others 9.03 0.51
Automobile 7.87 9.58
Energy 15.89 9.49
Technology 5.41 4.82
Materials 2.39 5.16
Construction 1.76 5.63
Metals & Mining 5.52 2.45
Financial 20.96 31.2
Healthcare 7.61 4.29
Insurance 3 2.92
Consumer Staples 2.64 5.99
Services 3.69 7.92
Capital Goods 9 2.96
Consumer Discretionary 0.58 1.31
Communication 3.2 2.17
Chemicals 1.45 2.52
Diversified - 1.08

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