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

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

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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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 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)	₹32609 Cr	₹34263 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	0.2%	-1.06%
6 Month	0.48%	-1.12%
1 Year	7.13%	6.27%
3 Year	23.14%	15.1%
5 Year	20.15%	9.88%

SIP Return Analysis

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	0.82%	-1.96%
1 Year	8.29%	2.89%
3 Year	15.9%	9.85%
5 Year	19.06%	9.57%

Rolling Lumpsum Returns

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	11.03%	13.59%
3 Year	15.97%	14.06%
5 Year	13.96%	16.41%

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	1.31%	0.67%
Beta	0.95%	0.89%
Alpha	6.49%	-1.11%

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	10.79	10
Large Cap	58.85	65.72
Small Cap	11.91	2.95
Mid Cap	18.44	21.33

Sector Allocation

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	7.94	1.96
Energy	9.2	1.87
Technology	7.43	8.78
Consumer Cyclical	10.72	15.77
Basic Materials	10.16	8.82
Industrials	6.13	9.8
Financial Services	29.37	31.76
Healthcare	6.54	8.56
Consumer Defensive	4	3.61
Utilities	4.09	2.36
Communication Services	3.33	5.57
Real Estate	1.09	1.13

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