Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

Invest Now

tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 2.26% 3.02%
6 Month -3.25% -1.27%
1 Year 7.13% 7.84%
3 Year 24.22% 11.24%
5 Year 28.32% 16.8%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month 0.66% 2.58%
1 Year -3.7% 0.79%
3 Year 23.74% 14.88%
5 Year 23.76% 12.9%

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 1.03% 0.2%
Beta 0.95% 1.01%
Alpha 8.29% -3.88%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 13.13 5.07
Large Cap 58.86 71.58
Small Cap 9.25 2.85
Mid Cap 18.76 20.5

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 13.06 5.07
Energy 7.8 1.18
Technology 9.22 8.79
Consumer Cyclical 8.19 13.72
Basic Materials 7.96 7.4
Industrials 7.96 8.84
Financial Services 25.67 29.59
Healthcare 7.68 10.27
Consumer Defensive 3.92 5.16
Utilities 4.36 3.2
Communication Services 3.4 5.57
Real Estate 0.78 1.22

Top Comparisons

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns15.24%

VS

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns16.4%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns10.18%

VS

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns10.56%

Compare Now

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

3Y Returns17%

VS

Axis Focused Fund - Regular Plan - Growth Option Axis Focused Fund - Regular Plan - Growth Option

3Y Returns7.92%

Compare Now

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns23.79%

VS

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

3Y Returns18.55%

Compare Now
Add to Cart Successfully