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Axis ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹30420 Cr | ₹34302 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 | 1.59 | 1.53 |
| 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 ELSS Tax Saver Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.35% | 3.32% |
| 6 Month | 7.36% | 6.62% |
| 1 Year | 3.88% | 5.47% |
| 3 Year | 23.47% | 13.65% |
| 5 Year | 25.54% | 14.98% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.19% | 3.07% |
| 1 Year | 12.08% | 11.96% |
| 3 Year | 19.54% | 14.16% |
| 5 Year | 20.94% | 11.66% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.07% | 14.03% |
| 3 Year | 13.66% | 14.04% |
| 5 Year | 13.41% | 16.73% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 15.43% |
| Sharp | 1.28% | 0.56% |
| Beta | 0.96% | 0.87% |
| Alpha | 6.79% | -2.09% |
Fund Managers
| Scheme Name | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.27 | 9 |
| Large Cap | 60.68 | 67.07 |
| Small Cap | 12.81 | 2.73 |
| Mid Cap | 18.24 | 21.2 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.48 | 2.45 |
| Energy | 8.88 | 2 |
| Technology | 7.25 | 7.95 |
| Consumer Cyclical | 10.25 | 16.8 |
| Basic Materials | 10.8 | 8.2 |
| Industrials | 7.51 | 11.11 |
| Financial Services | 28.72 | 29.22 |
| Healthcare | 7.32 | 8.56 |
| Consumer Defensive | 4.32 | 4.34 |
| Utilities | 4.26 | 2.89 |
| Communication Services | 3.17 | 5.43 |
| Real Estate | 1.04 | 1.04 |
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