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Compare Mutual Funds
Comparing Axis ELSS Tax Saver Fund vs SBI Long Term Equity FundComparing 2/4 funds
- Add Fund
- Add Fund
- VRO Rating
- Category,
Sub-category - elss, equity
- elss, equity
- Fund Age
- 12 yrs 3 m
- 12 yrs 3 m
- Fund Size
- ₹34,176 Crs
- ₹27,730 Crs
- 3 months
- 6.0%
- 2.69%
- 6 months
- -0.61%
- -2.96%
- 1 year
- 9.87%
- 9.87%
- 3 year
- 12.6%
- 25.57%
- 5 year
- 19.57%
- 30.71%
- Standard Deviation
- 16.24
- 14.49
- Sharpe
- 0.31
- 1.15
- Beta
- 1.0
- 0.95
- Sortino
- 0.55
- 2.05
- Alpha
- -2.88
- 9.22
- Top 3 sectors
- Financial (27.66%)
- Services (10.66%)
- Healthcare (9.97%)
- Financial (26.76%)
- Energy (14.059999999999999%)
- Technology (10.280000000000001%)
- Top 5 holdings
- HDFC Bank Ltd. (8.37%)
- ICICI Bank Ltd. (5.44%)
- Bajaj Finance Ltd. (4.76%)
- Bharti Airtel Ltd. (4.18%)
- Torrent Power Ltd. (3.49%)
- HDFC Bank Ltd. (9.42%)
- Reliance Industries Ltd. (5.18%)
- ICICI Bank Ltd. (3.61%)
- Bharti Airtel Ltd. (3.48%)
- Tata Steel Ltd. (3.21%)
- P/E Ratio
- 30.28
- 20.83
- P/B Ratio
- 4.9
- 3.06
- Equity%
- 95.43516679%
- 90.99%
- Debt%
- 4.62957227%
- 0.14%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.77%
- 0.95%
- Exit Load
- 0.0%
- 0.0%
- Lock-in
- 3 Years
- 3 Years
- Benchmark Index
- NIFTY 500 TRI
- BSE 500 TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹1000
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Shreyash Devalkar
- Ashish Naik
- Dinesh Balachandran
