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
| 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) | ₹25732 Cr | ₹37109 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 05 Dec 2009 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 15% | 25% |
| Expense Ratio | 1.61 | 1.52 |
| Manager | Dinesh Balachandran | Shreyash Devalkar |
| ISIN Code | INF200K01495 | INF846K01131 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.64% | -0.64% |
| 6 Month | 18.11% | 15.14% |
| 1 Year | 51.9% | 34.18% |
| 3 Year | 24.67% | 7.1% |
| 5 Year | 26.83% | 15.64% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 24.14% | 14.47% |
| 3 Year | 61.1% | 26.06% |
| 5 Year | 108.17% | 47.5% |
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 27.83% | 16.9% |
| 3 Year | 76.83% | 35.44% |
| 5 Year | 116.62% | 52.44% |
| 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 | 1.39% | 0.27% |
| Beta | 0.96% | 1.04% |
| Alpha | 9.53% | -7.39% |
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| 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 |
| Fund Manage | 4 | 14 |
| SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11 | 8.05 |
| Large Cap | 52.27 | 65.09 |
| Small Cap | 14.68 | 1.57 |
| Mid Cap | 22.05 | 25.26 |
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.03 | 4.44 |
| Automobile | 7.87 | 9.17 |
| Energy | 15.89 | 9.65 |
| Technology | 5.41 | 8.01 |
| Materials | 2.39 | 4.02 |
| Construction | 1.76 | 1.65 |
| Metals & Mining | 5.52 | 0.62 |
| Financial | 20.96 | 23.42 |
| Healthcare | 7.61 | 8.44 |
| Insurance | 3 | 0.98 |
| Consumer Staples | 2.64 | 4.5 |
| Services | 3.69 | 11.47 |
| Capital Goods | 9 | 3.93 |
| Consumer Discretionary | 0.58 | 0.54 |
| Communication | 3.2 | 2.29 |
| Chemicals | 1.45 | 6.41 |
| Diversified | - | 0.43 |
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