Axis Long Duration Fund vs SBI Long Duration Fund compare

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tortoise-icon SBI Long Duration Fund - Regular Plan - Growth

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tortoise-icon SBI Long Duration Fund - Regular Plan - Growth

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tortoise-icon Axis Long Duration 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 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) ₹2638 Cr ₹2638 Cr ₹522 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 0.68 0.68 0.7
Manager Pradeep Kesavan Pradeep Kesavan Hardik Shah
ISIN Code INF200KA13T1 INF200KA13T1 INF846K015L0
Exits Load SBI Long Duration Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 SBI Long Duration Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./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 -0.85% -0.85% -0.88%
6 Month 2.89% 2.89% 2.84%
1 Year 9.73% 9.73% 9.86%
3 Year - - -
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 - - -
1 Year 6.58% 6.58% 6.41%
3 Year - - -
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 10.21% 10.21% 9.56%
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 - - -

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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
Fund Manage 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 99.99

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 4.64 4.64 3.84
Sovereign 95.36 95.36 96.15

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