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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) | ₹29937 Cr | ₹34528 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 | 1.85% | 2.07% |
| 6 Month | 11.92% | 14.13% |
| 1 Year | -2.59% | -1.08% |
| 3 Year | 22.95% | 11.86% |
| 5 Year | 24.84% | 15.61% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.9% | 3.52% |
| 1 Year | 8.07% | 10.73% |
| 3 Year | 20.51% | 14.58% |
| 5 Year | 21.45% | 12.04% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.2% | 14.24% |
| 3 Year | 13.51% | 14.15% |
| 5 Year | 13.34% | 16.86% |
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 | 1.18% | 0.45% |
| Beta | 0.96% | 0.88% |
| Alpha | 6.98% | -2.28% |
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 | 7.8 | 8.32 |
| Large Cap | 61.91 | 66.94 |
| Small Cap | 12.03 | 2.99 |
| Mid Cap | 18.26 | 21.76 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.26 | 2.58 |
| Energy | 9.03 | 2.16 |
| Technology | 7.83 | 7.59 |
| Consumer Cyclical | 9.31 | 14.4 |
| Basic Materials | 10.03 | 8.25 |
| Industrials | 8.45 | 10.94 |
| Financial Services | 29.46 | 30.08 |
| Healthcare | 7.59 | 9.41 |
| Consumer Defensive | 4.53 | 5.28 |
| Utilities | 4.47 | 2.91 |
| Communication Services | 1.94 | 5.23 |
| Real Estate | 1.1 | 1.16 |
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