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) | ₹32326 Cr | ₹94 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 | -1.08% | -0.78% |
| 6 Month | 2.68% | 4.36% |
| 1 Year | 2.14% | 6.84% |
| 3 Year | 22.53% | - |
| 5 Year | 21.65% | - |
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 | 2.31% | 3.57% |
| 1 Year | 12.85% | 16.15% |
| 3 Year | 18.21% | - |
| 5 Year | 20.1% | - |
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 | 11.13% | 20.3% |
| 3 Year | 15.81% | - |
| 5 Year | 13.89% | - |
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 | 1.21% | - |
| Beta | 0.95% | - |
| Alpha | 6.3% | - |
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 | 9.93 | 3.87 |
| Large Cap | 59.36 | 94.8 |
| Small Cap | 12.34 | - |
| Mid Cap | 18.36 | 1.33 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Others | 7.31 | 0.58 |
| Energy | 9.14 | 10.82 |
| Technology | 7.33 | 10.18 |
| Consumer Cyclical | 10.76 | 10.64 |
| Basic Materials | 9.98 | 6.13 |
| Industrials | 6.68 | 7.2 |
| Financial Services | 29.45 | 36.63 |
| Healthcare | 6.67 | 4.29 |
| Consumer Defensive | 4.02 | 6.45 |
| Utilities | 4.14 | 2.31 |
| Communication Services | 3.35 | 4.77 |
| Real Estate | 1.16 | - |
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