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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
- Category,
Sub-category - equity, elss
- equity, elss
- Fund Age
- 12 yrs 8 m
- 12 yrs 8 m
- Fund Size
- ₹34,176 Cr
- ₹28,506 Cr
- 3 months
- 1.59%
- 0.44%
- 6 months
- 13.86%
- 12.1%
- 1 year
- -0.11%
- -2.51%
- 3 year
- 12.52%
- 24.18%
- 5 year
- 16.29%
- 25.85%
- Standard Deviation
- 13.06
- 13.48
- Sharpe
- 0.45
- 1.17
- Beta
- 0.88
- 0.96
- Sortino
- 0.77
- 1.99
- Alpha
- -1.21
- 8.02
- Top 3 sectors
- Financial (27.269999999999996%)
- Services (11.81%)
- Healthcare (9.4%)
- Financial (28.12%)
- Energy (13.509999999999998%)
- Technology (7.84%)
- Top 5 holdings
- HDFC Bank Ltd. (8.5%)
- ICICI Bank Ltd. (6.47%)
- Bharti Airtel Ltd. (4.28%)
- Bajaj Finance Ltd. (4.08%)
- Infosys Ltd. (3.13%)
- HDFC Bank Ltd. (9.53%)
- Reliance Industries Ltd. (5.18%)
- ICICI Bank Ltd. (3.63%)
- Tata Steel Ltd. (3.23%)
- Cipla Ltd. (3.13%)
- Equity%
- 95.43516679%
- 90.86%
- 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
- 0.81%
- 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 ₹500
- SIP ₹500 & Lumpsum ₹500
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Shreyash Devalkar
- Ashish Naik
- Dinesh Balachandran
