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ELSSVSMid Cap
Axis ELSS Tax Saver Fund vs SBI Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
11.66%
VS
3Y Return
15.45%
| Parameter | AAxis ELSS Tax Saver Fund - Direct Plan - Growth | BSBI Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Axis Mutual Fund | SBI Mutual Fund |
| Category | ELSS | Mid Cap |
| NAV (₹) | 104.77 | 264.93 |
| AUM (₹ Cr) | 3.16 Lac Cr | 2.32 Lac Cr |
| Expense Ratio (%) | 1.66% | 1.62% |
| Riskometer | Very High | Very High |
| Volatility | 13.4 | 14.71 |
| Sharpe Ratio | 0.39 | 0.61 |
| 1 Year Return (%) | -2.52% | 1.71% |
| 3 Year Return (%) | 11.66% | 15.45% |
| 5 Year Return (%) | 8.43% | 16.58% |
| Since Launch (%) | 15.62% | 18.28% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Ashish Naik; Shreyash Devalkar (2.8 years yrs) | Bhavin Vithlani; Pradeep Kesavan (2.5 years yrs) |
| Benchmark | Nifty 500 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | ICICI Bank Ltd. (7.04%), HDFC Bank Ltd. (5.64%), Bharti Airtel Ltd. (4.32%) | Bharat Heavy Electricals Ltd. (3.79%), Torrent Power Ltd. (3.73%), Adani Energy Solutions Ltd. (3.49%) |
| Asset Allocation | Equity: 97.56% | Equity: 93.08% | T-Bills: 1.19% | Futures: 0.29% |
| Portfolio Turnover | 14% | 33% |
Why consider Axis ELSS Tax Saver Fund?
- Expense ratio: 1.66%
- 3Y return: 11.66%
- AUM: 3.16 Lac Cr
- Sharpe Ratio: 0.39
Why consider SBI Midcap Fund?
- Expense ratio: 1.62%
- 3Y return: 15.45%
- AUM: 2.32 Lac Cr
- Sharpe Ratio: 0.61
SIP Calculator – Compare Growth Potential
Axis ELSS Tax Saver Fund
₹1138461.04
@11.7% annual return (3Y)
SBI Midcap Fund
₹1432566.71
@15.4% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
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⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.