360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹30420 Cr | ₹86 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 | 1.59 | 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 ELSS Tax Saver Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Month | 0.11% | 1.51% |
6 Month | 7.88% | 8.43% |
1 Year | -0.08% | 4.65% |
3 Year | 25.12% | - |
5 Year | 25.25% | - |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
6 Month | 1.35% | 3.07% |
1 Year | 9.13% | 14.13% |
3 Year | 19.42% | - |
5 Year | 20.99% | - |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Year | 10.07% | 20.3% |
3 Year | 13.66% | - |
5 Year | 13.41% | - |
Risk Management
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.09% | - |
Sharp | 1.28% | - |
Beta | 0.96% | - |
Alpha | 6.79% | - |
Fund Managers
Scheme Name | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Market Cap
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 8.27 | 4.99 |
Large Cap | 60.68 | 94.35 |
Small Cap | 12.81 | - |
Mid Cap | 18.24 | 0.66 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 6.48 | 1.86 |
Energy | 8.88 | 10.41 |
Technology | 7.25 | 9.94 |
Consumer Cyclical | 10.25 | 11.7 |
Basic Materials | 10.8 | 6.36 |
Industrials | 7.51 | 6.03 |
Financial Services | 28.72 | 36.28 |
Healthcare | 7.32 | 3.61 |
Consumer Defensive | 4.32 | 6.7 |
Utilities | 4.26 | 2.56 |
Communication Services | 3.17 | 4.55 |
Real Estate | 1.04 | - |
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