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) | ₹2514 Cr | ₹2514 Cr | ₹325 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 | -0.26% | -0.26% | -0.48% |
| 6 Month | -1.95% | -1.95% | -2.7% |
| 1 Year | 3.53% | 3.53% | 2.79% |
| 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 | 0.15% | 0.15% | -0.02% |
| 1 Year | 2.03% | 2.03% | 1.4% |
| 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 | 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 |
Top Comparisons
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.82%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.44%
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns17.59%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns27.5%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.67%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.53%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.65%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.63%