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) | ₹32609 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 | 0.2% | -0.65% |
| 6 Month | 0.48% | 2.19% |
| 1 Year | 7.13% | 11% |
| 3 Year | 23.14% | 13.4% |
| 5 Year | 20.15% | - |
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 | 0.82% | 0.61% |
| 1 Year | 8.29% | 8.92% |
| 3 Year | 15.9% | 10.86% |
| 5 Year | 19.06% | - |
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 | 11.04% | 11.87% |
| 3 Year | 15.95% | 13.62% |
| 5 Year | 13.95% | - |
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 | 1.31% | - |
| Beta | 0.95% | - |
| Alpha | 6.49% | - |
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 | 10.79 | 4.18 |
| Large Cap | 58.85 | 94.59 |
| Small Cap | 11.91 | - |
| Mid Cap | 18.44 | 1.24 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Others | 7.94 | 0.83 |
| Energy | 9.2 | 10.87 |
| Technology | 7.43 | 10.47 |
| Consumer Cyclical | 10.72 | 10.69 |
| Basic Materials | 10.16 | 6.33 |
| Industrials | 6.13 | 7 |
| Financial Services | 29.37 | 36.26 |
| Healthcare | 6.54 | 4.1 |
| Consumer Defensive | 4 | 6.36 |
| Utilities | 4.09 | 2.3 |
| Communication Services | 3.33 | 4.78 |
| Real Estate | 1.09 | - |
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