Axis Long Duration Fund vs SBI Long Duration Fund compare

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tortoise-icon SBI Long Duration Fund - Regular Plan - Growth

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tortoise-icon SBI Long Duration Fund - Regular Plan - Growth

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tortoise-icon Axis Long Duration 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 Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth Axis Long Duration Fund - Regular Plan - Growth
Fund SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth Axis Long Duration Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderate
Asset Size (Cr) ₹1929 Cr ₹1929 Cr ₹305 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹0 ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 21 Dec 2022 21 Dec 2022 27 Dec 2022
Category Long Duration Long Duration Long Duration
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Long Duration Fund AIII Index CRISIL Long Duration Fund AIII Index NIFTY Long Duration Debt Index A-III
Turn Over 0.0% 0.0% 0.0%
Expense Ratio 0.68 0.68 0.7
Manager Pradeep Kesavan Pradeep Kesavan Hardik Shah
ISIN Code INF200KA13T1 INF200KA13T1 INF846K015L0
Exits Load Exit load of 0.25%, if redeemed within 90 days./365 Exit load of 0.25%, if redeemed within 90 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth Axis Long Duration Fund - Regular Plan - Growth
1 Month 1.04% 1.04% 0.93%
6 Month 4.93% 4.93% 5.32%
1 Year 10.82% 10.82% 10.76%
3 Year - - -
5 Year - - -

SIP Return Analysis

Scheme Name SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth Axis Long Duration Fund - Regular Plan - Growth
6 Month - - -
1 Year 5.13% 5.13% 5.13%
3 Year 7.46% 7.46% 6.95%
5 Year 7.46% 7.46% 6.95%

Rolling Lumpsum Returns

Scheme Name SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth Axis Long Duration Fund - Regular Plan - Growth
1 Year 6.99% 6.99% 6.78%
3 Year 8.25% 8.25% 8.01%
5 Year 8.25% 8.25% 8.01%

Risk Management

Scheme Name SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth Axis Long Duration Fund - Regular Plan - Growth
Standard Deviation - - -
Sharp - - -
Beta - - -
Alpha - - -

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Fund Managers

Scheme Name SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth Axis Long Duration Fund - Regular Plan - Growth
Name Pradeep Kesavan Pradeep Kesavan Hardik Shah
Total AUM ₹434274 Cr ₹434274 Cr ₹0 Cr
Fund Manage 43 43 12
SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth Axis Long Duration Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Long Duration Fund - Regular Plan - Growth

SBI Long Duration Fund - Regular Plan - Growth

Axis Long Duration Fund - Regular Plan - Growth

Others 100 100 99.99

Sector Allocation

Scheme Name

SBI Long Duration Fund - Regular Plan - Growth

SBI Long Duration Fund - Regular Plan - Growth

Axis Long Duration Fund - Regular Plan - Growth

Others 4.64 4.64 3.84
Sovereign 95.36 95.36 96.15

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