Axis ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -5.61% -5.43%
6 Month 6.49% 6.21%
1 Year 40.12% 24.25%
3 Year 22.19% 5.97%
5 Year 23.86% 13.62%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 25.6% 17.78%
3 Year 32.61% 17.42%
5 Year 29.34% 15.67%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 10.31% 14.64%
3 Year 12.57% 14.38%
5 Year 12.99% 17%

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 1.16% 0.14%
Beta 0.99% 1.03%
Alpha 7.42% -7.1%

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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
Fund Manage 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 11 8.05
Large Cap 52.27 65.09
Small Cap 14.68 1.57
Mid Cap 22.05 25.26

Sector Allocation

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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