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 | 6.43% | 4.98% |
6 Month | 3.15% | 4.62% |
1 Year | 10.56% | 11.37% |
3 Year | 28.66% | 16.57% |
5 Year | 30.44% | 19.01% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.21% | 5.8% |
1 Year | 4.1% | 6.76% |
3 Year | 25.26% | 16.12% |
5 Year | 24.39% | 13.38% |
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 | 1.17% | 0.37% |
Beta | 0.94% | 1% |
Alpha | 7.87% | -3.67% |
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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 | 9.01 | 4.56 |
Large Cap | 61.32 | 72.54 |
Small Cap | 11.41 | 2.65 |
Mid Cap | 18.26 | 20.25 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 9.01 | 4.56 |
Petroleum Products | 6.58 | 1.18 |
IT - Software | 10.28 | 7.16 |
Retailing | 2.32 | 6.24 |
Cement & Cement Products | 2.17 | 2.16 |
Construction | 0.38 | 2.02 |
Non - Ferrous Metals | 1.22 | 0.28 |
Banks | 21.9 | 19.22 |
Pharmaceuticals & Biotechnology | 5.42 | 7.58 |
Healthcare Services | 1.03 | 2.39 |
Ferrous Metals | 3.21 | 0.54 |
Insurance | 2.09 | 2.44 |
Industrial Products | 6.06 | 1.49 |
Automobiles | 4.36 | 5.53 |
Personal Products | 0.84 | 0.26 |
Finance | 2.69 | 8.44 |
Capital Markets | 1.47 | - |
Gas | 2.96 | - |
Transport Services | 0.56 | 1.95 |
Diversified FMCG | 2.13 | 0.49 |
Electrical Equipment | 0.73 | 2.6 |
Oil | 1.51 | - |
Consumer Durables | 1.06 | 2.1 |
Telecom - Services | 3.48 | 4.18 |
Chemicals & Petrochemicals | 0.58 | 2.75 |
Fertilizers & Agrochemicals | 0.67 | 2.07 |
Beverages | 0.88 | 1.42 |
Leisure Services | 0.72 | 1.57 |
Realty | 0.68 | 1.23 |
Power | 3.01 | 3.49 |
Auto Components | - | 1.62 |
Food Products | - | 1.3 |
Aerospace & Defense | - | 0.64 |
Financial Technology (Fintech) | - | 0.9 |
Industrial Manufacturing | - | 0.2 |
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