Compare Axis Long Term Equity Direct Plan Growth vs Nippon India ELSS Tax Saver Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Axis Long Term Equity Direct Plan GrowthEquity
ELSS
1.0
INVEST NOW
Nippon India ELSS Tax Saver Fund Direct GrowthEquity
ELSS
2.0
INVEST NOW
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Axis Long Term Equity Direct Plan Growth

(15.4%)

Nippon India ELSS Tax Saver Fund Direct Growth

(21.3%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	0.77%	1.03%	-
NAV	₹86.0 (06-Dec-2023)	₹109.1 (06-Dec-2023)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹31,136Cr	₹13,073Cr	-
Exit Load	Nil	Nil	-

Returns

1Y
15.4%
21.3%
-
3Y
12.1%
24.9%
-
5Y
14.1%
14.8%
-

Pros & Cons

Pros
1. Exit load is zero2. Lower expense ratio: 0.77%3. 10Y annualised returns higher than category average by 1.33%
1. Exit load is zero2. Lower expense ratio: 1.03%3. Consistently higher annualised returns than category average for the past 1Y and 3Y4. Higher alpha: 3.39
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 
-

Cons
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2. Lock-in period: 3Y3. Low rating: 1
1. 5Y annualised returns lower than category average by 1.98%2. Lock-in period: 3Y3. Low rating: 2
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Bajaj Finance Ltd.
8.7%
Avenue Supermarts Ltd.
7.5%
Tata Consultancy Services Ltd.
7.1%
Nestle India Ltd.
7.0%
Info Edge (India) Ltd.
5.2%
Torrent Power Ltd.
4.8%
Pidilite Industries Ltd.
4.8%
Cholamandalam Investment and Finance Company Ltd.
4.4%
Bajaj Finserv Ltd.
4.2%
Divi's Laboratories Ltd.
4.2%
Name
Assets
HDFC Bank Ltd.
8.4%
ICICI Bank Ltd.
7.4%
Infosys Ltd.
4.9%
Axis Bank Ltd.
4.3%
State Bank of India
3.9%
NTPC Ltd.
3.1%
Reliance Industries Ltd.
3.0%
Larsen & Toubro Ltd.
2.8%
Samvardhana Motherson International Ltd.
2.3%
KSB Ltd.
2.2%
-

Fund Manager

Name
Shreyash Devalkar
Rupesh Patel
-
Education
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Mr. Rupesh is a B.E.(Civil) and MBA (Finance)
-
Experience
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Prior to joining Nippon India Mutual Fund, he has worked with Tata Asset Management Limited, Indiareit Fund Advisors Pvt. Ltd. and Credit Analysis & Research Ltd.
-

About Fund

Description
Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.
Reliance Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹2,32,169 Cr. Its ranked at 3 as per total assets at end of 30th Sep 2017.
-
Launch Date
04 Sep 2009
30 Jun 1995
-
Custodian
Deutsche Bank
Deutsche Bank
-
Registrar & Transfer Agent
KFin Tech
KFin Tech
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Axis Long Term Equity Direct Plan Growth

Nippon India ELSS Tax Saver Fund Direct Growth

Add a fund

Axis Long Term Equity Direct Plan Growth

Nippon India ELSS Tax Saver Fund Direct Growth

1. Exit load is zero

2. Lower expense ratio: 0.77%

3. 10Y annualised returns higher than category average by 1.33%

1. Exit load is zero

2. Lower expense ratio: 1.03%

3. Consistently higher annualised returns than category average for the past 1Y and 3Y

4. Higher alpha: 3.39 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

2. Lock-in period: 3Y

3. Low rating: 1

1. 5Y annualised returns lower than category average by 1.98%

2. Lock-in period: 3Y

3. Low rating: 2

Holding Analysis

Top Holdings

Popular Comparisons