NIPPON INDIA ELSS TAX SAVER FUND vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Fund | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹27306 Cr | ₹14449 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 21 Sep 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 15% | 23% |
Expense Ratio | 1.6 | 1.71 |
Manager | Dinesh Balachandran | Ashutosh Bhargava |
ISIN Code | INF200K01495 | INF204K01GK4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Month | 3.4% | 2.55% |
6 Month | 2.85% | 3.51% |
1 Year | 8.21% | 7.85% |
3 Year | 27.91% | 20.58% |
5 Year | 30.35% | 28% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
6 Month | 5.21% | 6.92% |
1 Year | 4.1% | 5.37% |
3 Year | 25.26% | 19.14% |
5 Year | 24.39% | 19.73% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Year | 10.61% | 11.69% |
3 Year | 12.89% | 12% |
5 Year | 13.14% | 13.09% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 13.09% | 12.81% |
Sharp | 1.17% | 0.74% |
Beta | 0.94% | 0.99% |
Alpha | 7.87% | 1.46% |
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Fund Managers
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Name | Dinesh Balachandran | Ashutosh Bhargava |
Total AUM | ₹69808 Cr | ₹121448 Cr |
Funds Managed | 4 | 12 |
SBI Long Term Equity Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 9.01 | 0.76 |
Large Cap | 61.32 | 68.78 |
Small Cap | 11.41 | 15.95 |
Mid Cap | 18.26 | 14.51 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 9.01 | 0.76 |
Petroleum Products | 6.58 | 2.75 |
IT - Software | 10.28 | 5.21 |
Retailing | 2.32 | 3.14 |
Cement & Cement Products | 2.17 | 2.73 |
Construction | 0.38 | 3.15 |
Non - Ferrous Metals | 1.22 | - |
Banks | 21.9 | 23.83 |
Pharmaceuticals & Biotechnology | 5.42 | 2.68 |
Healthcare Services | 1.03 | 1.32 |
Ferrous Metals | 3.21 | - |
Insurance | 2.09 | 4.57 |
Industrial Products | 6.06 | 3.26 |
Automobiles | 4.36 | 1.84 |
Personal Products | 0.84 | - |
Finance | 2.69 | 8.98 |
Capital Markets | 1.47 | 3.04 |
Gas | 2.96 | - |
Transport Services | 0.56 | 1.78 |
Diversified FMCG | 2.13 | 1.17 |
Electrical Equipment | 0.73 | 1.32 |
Oil | 1.51 | - |
Consumer Durables | 1.06 | 2.4 |
Telecom - Services | 3.48 | 3.55 |
Chemicals & Petrochemicals | 0.58 | 1.54 |
Fertilizers & Agrochemicals | 0.67 | - |
Beverages | 0.88 | 4.54 |
Leisure Services | 0.72 | 1.87 |
Realty | 0.68 | - |
Power | 3.01 | 6.57 |
Entertainment | - | 0.63 |
Agricultural Food & other Products | - | 0.98 |
Auto Components | - | 3.53 |
Diversified | - | 0.98 |
Consumable Fuels | - | 1.88 |
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