SBI Long Term Equity Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹30420 Cr | ₹15060 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 | 1.59 | 1.69 |
| 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 ELSS Tax Saver Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 3.2% | 2.81% |
| 6 Month | 6.58% | 7.93% |
| 1 Year | 3.28% | 4.19% |
| 3 Year | 23.44% | 17.74% |
| 5 Year | 25.54% | 23.46% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | -0.29% | 0.25% |
| 1 Year | 5.09% | 8.73% |
| 3 Year | 17.21% | 14.06% |
| 5 Year | 19.59% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 10.07% | 10.51% |
| 3 Year | 13.66% | 12.51% |
| 5 Year | 13.41% | 14.06% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.06% | 13.30% |
| Sharp | 1.19% | 0.81% |
| Beta | 0.95% | 0.99% |
| Alpha | 6.61% | 1.42% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 8.27 | 3.75 |
| Large Cap | 60.68 | 64.06 |
| Small Cap | 12.81 | 17.25 |
| Mid Cap | 18.24 | 14.93 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 6.48 | 0.62 |
| Energy | 8.88 | 4.49 |
| Technology | 7.25 | 4.74 |
| Consumer Cyclical | 10.25 | 11.26 |
| Basic Materials | 10.8 | 4.15 |
| Industrials | 7.51 | 10.26 |
| Financial Services | 28.72 | 37.67 |
| Healthcare | 7.32 | 5.66 |
| Consumer Defensive | 4.32 | 10.41 |
| Utilities | 4.26 | 6.97 |
| Communication Services | 3.17 | 3.76 |
| Real Estate | 1.04 | - |
Top Comparisons
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
ICICI Prudential Multicap Fund - Growth
3Y Returns19.99%
Quant Multi Cap Fund-Growth
3Y Returns11.97%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns19.04%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns17.2%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.41%
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
3Y Returns16.06%