- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹27306 Cr | ₹34497 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 29 Dec 2009 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 15% | 25% |
| Expense Ratio | 1.6 | 1.54 |
| Manager | Dinesh Balachandran | Shreyash Devalkar |
| ISIN Code | INF200K01495 | INF846K01131 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.08% | 6.85% |
| 6 Month | -10.96% | -10.97% |
| 1 Year | 10.19% | 6.37% |
| 3 Year | 23.84% | 10.17% |
| 5 Year | 31.63% | 18.06% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.66% | -2.63% |
| 1 Year | -6.43% | -4.37% |
| 3 Year | 23.63% | 13.2% |
| 5 Year | 24.02% | 12.27% |
Rolling Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.61% | 14.83% |
| 3 Year | 12.89% | 14.18% |
| 5 Year | 13.14% | 16.65% |
Risk Management
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 15.43% |
| Sharp | 1.05% | 0.14% |
| Beta | 0.96% | 1% |
| Alpha | 8.59% | -4.59% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dinesh Balachandran | Shreyash Devalkar |
| Total AUM | ₹69808 Cr | ₹166770 Cr |
| Funds Managed | 4 | 14 |
| SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.84 | 4.61 |
| Large Cap | 59.98 | 70.74 |
| Small Cap | 10.2 | 3.11 |
| Mid Cap | 19.98 | 21.54 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.76 | 4.61 |
| Energy | 8.03 | 1.01 |
| Technology | 10.54 | 9.11 |
| Consumer Cyclical | 8.83 | 13.82 |
| Basic Materials | 7.4 | 7.6 |
| Industrials | 9.85 | 9.2 |
| Financial Services | 25.05 | 28.43 |
| Healthcare | 7.38 | 10.23 |
| Consumer Defensive | 4.14 | 5.49 |
| Utilities | 4.73 | 3.68 |
| Communication Services | 3.31 | 5.46 |
| Real Estate | 0.97 | 1.34 |
Top Comparisons
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns7.8%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.59%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns18.18%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns13.11%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns15.62%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns16.53%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns26.25%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns19.76%
