360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 Cr | ₹77 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 28 Dec 2022 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 50 TRI |
Turn Over | 15% | % |
Expense Ratio | 1.6 | 0.52 |
Manager | Dinesh Balachandran | Parijat Garg |
ISIN Code | INF200K01495 | INF579M01AL6 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Month | 2.26% | 3.34% |
6 Month | -3.25% | 0.03% |
1 Year | 7.13% | 8.41% |
3 Year | 24.22% | - |
5 Year | 28.32% | - |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
6 Month | 0.66% | 2.93% |
1 Year | -3.7% | 0.92% |
3 Year | 23.74% | - |
5 Year | 23.76% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Year | 10.61% | 25.27% |
3 Year | 12.89% | - |
5 Year | 13.14% | - |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.09% | - |
Sharp | 1.03% | - |
Beta | 0.95% | - |
Alpha | 8.29% | - |
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Fund Managers
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Name | Dinesh Balachandran | Parijat Garg |
Total AUM | ₹69808 Cr | ₹151 Cr |
Funds Managed | 4 | 2 |
SBI Long Term Equity Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 13.13 | 1.36 |
Large Cap | 58.86 | 97.37 |
Small Cap | 9.25 | - |
Mid Cap | 18.76 | 1.27 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 13.06 | 0.5 |
Energy | 7.8 | 10.88 |
Technology | 9.22 | 13.08 |
Consumer Cyclical | 8.19 | 9.55 |
Basic Materials | 7.96 | 5.99 |
Industrials | 7.96 | 5.41 |
Financial Services | 25.67 | 36.35 |
Healthcare | 7.68 | 3.8 |
Consumer Defensive | 3.92 | 7.6 |
Utilities | 4.36 | 2.62 |
Communication Services | 3.4 | 4.23 |
Real Estate | 0.78 | - |
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