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) | ₹29937 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 | 1.85% | 1.75% |
6 Month | 11.92% | 12.46% |
1 Year | -2.59% | -0.38% |
3 Year | 22.95% | - |
5 Year | 24.84% | - |
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 | 2.9% | 3.09% |
1 Year | 8.07% | 10.51% |
3 Year | 20.51% | - |
5 Year | 21.45% | - |
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 | 10.2% | 21.43% |
3 Year | 13.51% | - |
5 Year | 13.34% | - |
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 | 1.18% | - |
Beta | 0.96% | - |
Alpha | 6.98% | - |
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 | 7.8 | 3.61 |
Large Cap | 61.91 | 95.25 |
Small Cap | 12.03 | - |
Mid Cap | 18.26 | 1.13 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 6.26 | 0.76 |
Energy | 9.03 | 10.47 |
Technology | 7.83 | 10.37 |
Consumer Cyclical | 9.31 | 11.23 |
Basic Materials | 10.03 | 6.08 |
Industrials | 8.45 | 5.88 |
Financial Services | 29.46 | 37.57 |
Healthcare | 7.59 | 3.75 |
Consumer Defensive | 4.53 | 6.7 |
Utilities | 4.47 | 2.57 |
Communication Services | 1.94 | 4.61 |
Real Estate | 1.1 | - |
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