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 | 2.26% | 3.02% |
6 Month | -3.25% | -1.27% |
1 Year | 7.13% | 7.84% |
3 Year | 24.22% | 11.24% |
5 Year | 28.32% | 16.8% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.66% | 2.58% |
1 Year | -3.7% | 0.79% |
3 Year | 23.74% | 14.88% |
5 Year | 23.76% | 12.9% |
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 | 1.03% | 0.2% |
Beta | 0.95% | 1.01% |
Alpha | 8.29% | -3.88% |
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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 | 13.13 | 5.07 |
Large Cap | 58.86 | 71.58 |
Small Cap | 9.25 | 2.85 |
Mid Cap | 18.76 | 20.5 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 13.06 | 5.07 |
Energy | 7.8 | 1.18 |
Technology | 9.22 | 8.79 |
Consumer Cyclical | 8.19 | 13.72 |
Basic Materials | 7.96 | 7.4 |
Industrials | 7.96 | 8.84 |
Financial Services | 25.67 | 29.59 |
Healthcare | 7.68 | 10.27 |
Consumer Defensive | 3.92 | 5.16 |
Utilities | 4.36 | 3.2 |
Communication Services | 3.4 | 5.57 |
Real Estate | 0.78 | 1.22 |
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