Nippon India Nivesh Lakshya Fund vs SBI Long Duration Fund compare
SBI Long Duration Fund - Regular Plan - Growth
SBI Long Duration Fund - Regular Plan - Growth
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
|---|---|---|---|
| Fund | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹2381 Cr | ₹2381 Cr | ₹9705 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 21 Dec 2022 | 21 Dec 2022 | 06 Jul 2018 |
| Category | Long Duration | Long Duration | Long Duration |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Long Duration Debt A-III Index | CRISIL Long Duration Debt A-III Index | CRISIL Long Duration Fund AIII Index |
| Turn Over | 0.0% | 0.0% | 49% |
| Expense Ratio | 0.67 | 0.67 | 0.61 |
| Manager | Pradeep Kesavan | Pradeep Kesavan | Pranay Sinha |
| ISIN Code | INF200KA13T1 | INF200KA13T1 | INF204KB1ZB0 |
| Exits Load | Data not available./365 | Data not available./365 | Nippon India Nivesh Lakshya Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
|---|---|---|---|
| 1 Month | 0.27% | 0.27% | 0.65% |
| 6 Month | -1.76% | -1.76% | -1.38% |
| 1 Year | 2.93% | 2.93% | 4.24% |
| 3 Year | - | - | 7.33% |
| 5 Year | - | - | 5.42% |
SIP Return Analysis
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
|---|---|---|---|
| 6 Month | 0.27% | 0.27% | 0.46% |
| 1 Year | 1.18% | 1.18% | 2.47% |
| 3 Year | - | - | 6.66% |
| 5 Year | - | - | 6.7% |
Rolling Lumpsum Returns
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
|---|---|---|---|
| 1 Year | 9.92% | 9.92% | 8.15% |
| 3 Year | - | - | 6.62% |
| 5 Year | - | - | 7.01% |
Risk Management
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
|---|---|---|---|
| Standard Deviation | - | - | 3.78% |
| Sharp | - | - | 0.25% |
| Beta | - | - | 2.01% |
| Alpha | - | - | -1.09% |
Fund Managers
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
|---|---|---|---|
| Name | Pradeep Kesavan | Pradeep Kesavan | Pranay Sinha |
| Total AUM | ₹434274 Cr | ₹434274 Cr | ₹21046 Cr |
| Funds Managed | 43 | 43 | 6 |
| SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
Market Cap
| Scheme Name |
SBI Long Duration Fund - Regular Plan - Growth |
SBI Long Duration Fund - Regular Plan - Growth |
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Long Duration Fund - Regular Plan - Growth |
SBI Long Duration Fund - Regular Plan - Growth |
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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