Nippon India Nivesh Lakshya Fund vs Axis Long Duration Fund compare
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option
Axis Long Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option | Axis Long Duration Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹9705 Cr | ₹267 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Jul 2018 | 27 Dec 2022 |
| Category | Long Duration | Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Long Duration Fund AIII Index | NIFTY Long Duration Debt Index A-III |
| Turn Over | 49% | 0.0% |
| Expense Ratio | 0.61 | 0.76 |
| Manager | Pranay Sinha | Hardik Shah |
| ISIN Code | INF204KB1ZB0 | INF846K015L0 |
| Exits Load | Nippon India Nivesh Lakshya Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.65% | -0.18% |
| 6 Month | -1.38% | -2.87% |
| 1 Year | 4.24% | 1.66% |
| 3 Year | 7.33% | - |
| 5 Year | 5.42% | - |
SIP Return Analysis
| Scheme Name | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.46% | -0.48% |
| 1 Year | 2.47% | -0.71% |
| 3 Year | 6.66% | - |
| 5 Year | 6.7% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.15% | 9.46% |
| 3 Year | 6.62% | - |
| 5 Year | 7.01% | - |
Risk Management
| Scheme Name | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.84% | - |
| Sharp | 0.36% | - |
| Beta | 1.99% | - |
| Alpha | -1.24% | - |
Fund Managers
| Scheme Name | Nippon India Nivesh Lakshya Long Duration Fund- Growth Option | Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pranay Sinha | Hardik Shah |
| Total AUM | ₹21046 Cr | ₹0 Cr |
| Funds Managed | 6 | 12 |
| Nippon India Nivesh Lakshya Long Duration Fund- Growth Option | Axis Long Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option |
Axis Long Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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