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) | ₹30616 Cr | ₹15623 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 | -3.18% | -2.02% |
6 Month | 3.96% | 8.41% |
1 Year | -3.49% | -2.75% |
3 Year | 24.38% | 17.87% |
5 Year | 25.51% | 23.97% |
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 | 4.38% | 6.06% |
1 Year | 5.49% | 8.15% |
3 Year | 22.87% | 17.99% |
5 Year | 23.11% | 18.75% |
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 | 10.2% | 10.74% |
3 Year | 13.51% | 12.38% |
5 Year | 13.34% | 13.91% |
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 | 1.58% | 1.15% |
Beta | 0.94% | 1% |
Alpha | 7.03% | 0.7% |
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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 | 8.95 | 4.88 |
Large Cap | 62.6 | 64.13 |
Small Cap | 11.16 | 16.77 |
Mid Cap | 17.29 | 14.22 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 6.12 | 1.26 |
Energy | 9.52 | 4.68 |
Technology | 9.8 | 4.36 |
Consumer Cyclical | 8.7 | 11.48 |
Basic Materials | 9.58 | 4.29 |
Industrials | 8.15 | 11.11 |
Financial Services | 28.38 | 39.37 |
Healthcare | 7.37 | 3.5 |
Consumer Defensive | 4.46 | 9.05 |
Utilities | 4.84 | 6.57 |
Communication Services | 2.01 | 4.32 |
Real Estate | 1.06 | - |
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