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 | 2.2% | 2.29% |
| 6 Month | 6.33% | 7.08% |
| 1 Year | 6.71% | 8.09% |
| 3 Year | 23.19% | 17.42% |
| 5 Year | 24.21% | 21.42% |
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 | 1.55% | 2.19% |
| 1 Year | 9.63% | 13.36% |
| 3 Year | 18.37% | 15.23% |
| 5 Year | 20.19% | 16.21% |
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 | 11.17% | 10.33% |
| 3 Year | 15.72% | 12.72% |
| 5 Year | 13.88% | 14.21% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.09% | 12.81% |
| Sharp | 1.25% | 0.87% |
| Beta | 0.95% | 0.99% |
| Alpha | 6.23% | 1.03% |
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
Franklin India Flexi Cap Fund - Growth
3Y Returns17.87%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns17.31%
Kotak Large & Midcap Fund - Growth
3Y Returns18.72%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.17%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns15.02%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns21.88%
HDFC Small Cap Fund Regular Growth
3Y Returns22.18%
UTI Small Cap Fund - Regular Plan - Growth Option
3Y Returns18.54%