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NIPPON INDIA ELSS TAX SAVER FUND 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 NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

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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 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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