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 | 3.02% | 0.8% |
6 Month | -1.83% | 0.06% |
1 Year | 4.39% | 6.25% |
3 Year | 28.85% | - |
5 Year | 28.61% | - |
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 | 6.72% | 6.26% |
1 Year | 5.34% | 6.85% |
3 Year | 23.97% | - |
5 Year | 23.62% | - |
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 | 10.42% | 23.32% |
3 Year | 13.24% | - |
5 Year | 13.27% | - |
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 | 1.36% | - |
Beta | 0.94% | - |
Alpha | 7.65% | - |
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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 | 9.14 | 1.36 |
Large Cap | 61.53 | 97.37 |
Small Cap | 11.28 | - |
Mid Cap | 18.05 | 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 | 9.14 | 0.5 |
Petroleum Products | 7.08 | - |
IT - Software | 9.75 | - |
Retailing | 2.39 | - |
Cement & Cement Products | 2.02 | - |
Construction | 0.35 | - |
Non - Ferrous Metals | 1.08 | - |
Banks | 22.62 | - |
Pharmaceuticals & Biotechnology | 5.72 | - |
Healthcare Services | 0.98 | - |
Ferrous Metals | 3.05 | - |
Insurance | 2.15 | - |
Industrial Products | 5.54 | - |
Automobiles | 4.39 | - |
Personal Products | 0.88 | - |
Finance | 2.54 | - |
Capital Markets | 1.56 | - |
Gas | 3.01 | - |
Transport Services | 0.65 | - |
Diversified FMCG | 3.2 | - |
Electrical Equipment | 0.72 | - |
Oil | 1.46 | - |
Consumer Durables | 1.01 | - |
Telecom - Services | 2 | - |
Chemicals & Petrochemicals | 0.54 | - |
Fertilizers & Agrochemicals | 0.71 | - |
Beverages | 0.92 | - |
Leisure Services | 0.75 | - |
Realty | 0.76 | - |
Power | 3.03 | - |
Energy | - | 10.88 |
Technology | - | 13.08 |
Industrials | - | 5.41 |
Basic Materials | - | 5.99 |
Consumer Defensive | - | 7.6 |
Financial Services | - | 36.35 |
Healthcare | - | 3.8 |
Consumer Cyclical | - | 9.55 |
Communication Services | - | 4.23 |
Utilities | - | 2.62 |
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