Axis Long Duration Fund vs SBI Long Duration Fund compare
SBI Long Duration Fund - Regular Plan - Growth
SBI Long Duration Fund - Regular Plan - Growth
Axis Long Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Axis Long Duration Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹2244 Cr | ₹2244 Cr | ₹291 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 21 Dec 2022 | 21 Dec 2022 | 27 Dec 2022 |
| Category | Long Duration | Long Duration | Long Duration |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Long Duration Debt A-III Index | CRISIL Long Duration Debt A-III Index | NIFTY Long Duration Debt Index A-III |
| Turn Over | 0.0% | 0.0% | 0.0% |
| Expense Ratio | 0.67 | 0.67 | 0.76 |
| Manager | Pradeep Kesavan | Pradeep Kesavan | Hardik Shah |
| ISIN Code | INF200KA13T1 | INF200KA13T1 | INF846K015L0 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.64% | 0.64% | 1.32% |
| 6 Month | 0.49% | 0.49% | 0.13% |
| 1 Year | 3.37% | 3.37% | 2.73% |
| 3 Year | 7.4% | 7.4% | 6.94% |
| 5 Year | - | - | - |
SIP Return Analysis
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 0.46% | 0.46% | 0.2% |
| 1 Year | 1.1% | 1.1% | 0.07% |
| 3 Year | 5.74% | 5.74% | 5.2% |
| 5 Year | - | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 9.92% | 9.92% | 9.46% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Risk Management
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | - | - | - |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Pradeep Kesavan | Pradeep Kesavan | Hardik Shah |
| Total AUM | ₹434274 Cr | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 43 | 12 |
| SBI Long Duration Fund - Regular Plan - Growth | SBI Long Duration Fund - Regular Plan - Growth | Axis Long Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Long Duration Fund - Regular Plan - Growth |
SBI Long Duration Fund - Regular Plan - Growth |
Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Long Duration Fund - Regular Plan - Growth |
SBI Long Duration Fund - Regular Plan - Growth |
Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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