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360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs SBI Long Term Equity Fund compare

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

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tortoise-icon 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth

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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 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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