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Compare SBI Long Duration Fund vs Axis Long Duration Fund

Risk

Moderate
Moderate

Rating

-
-

Min SIP Amount

₹500
₹1000

Expense Ratio

0.67
0.76

NAV

₹12.31
₹1215.94

Fund Started

12 Dec 2022
07 Dec 2022

Fund Size

₹2243.91 Cr
₹291.36 Cr

Exit Load

-
-

1 Year

2.76%
1.73%

3 Year

-
-

5 Year

-
-

Equity

0.00%
0.00%

Cash

4.15%
1.88%

Top 10 Holdings

-
-

Name

Ardhendu Bhattacharya
Devang Shah

Start Date

25 Aug 2025
21 Nov 2025

Description

The scheme is to generate returns by investing in debt and money market instruments such that the Macaulay duration of the scheme portfolio is greater than 7 years.
The scheme seeks to to generate optimal returns consistent with moderate levels of risk. This income may be complemented by capital appreciation of the portfolio. Accordingly, investments shall predominantly be made in Debt & Money Market Instruments.

Launch Date

12 Dec 2022
07 Dec 2022

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