Mahindra Manulife ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹896 Cr | ₹27306 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 31 Mar 1993 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 73% | 15% |
Expense Ratio | 2.18 | 1.6 |
Manager | Manish Lodha | Dinesh Balachandran |
ISIN Code | INF174V01077 | INF200K01495 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Month | -2.42% | -2.83% |
6 Month | -11.22% | -9.78% |
1 Year | 3.42% | 9.07% |
3 Year | 11.68% | 22.84% |
5 Year | 16.23% | 22.19% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | - | - |
1 Year | -9.26% | -5.09% |
3 Year | 11.08% | 23.58% |
5 Year | 15.75% | 24.47% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Year | 9.25% | 10.61% |
3 Year | 16.49% | 12.89% |
5 Year | 13.21% | 13.14% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 13.109% | 13.09% |
Sharp | 0.461% | 1.04% |
Beta | 0.93% | 0.99% |
Alpha | -1.183% | 7.2% |
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Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Name | Manish Lodha | Dinesh Balachandran |
Total AUM | ₹10881 Cr | ₹69808 Cr |
Fund Manage | 9 | 4 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 3.83 | 9.1 |
Large Cap | 63.84 | 55.87 |
Small Cap | 19.46 | 12.09 |
Mid Cap | 12.87 | 22.94 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 3.83 | 9.1 |
Petroleum Products | 6.08 | 5.48 |
IT - Software | 8.74 | 9.4 |
Construction | 5.49 | 0.9 |
Consumer Durables | 6.61 | 0.88 |
Diversified FMCG | 2.62 | 2.56 |
Non - Ferrous Metals | 0.67 | 1.67 |
Banks | 26.84 | 18.98 |
Chemicals & Petrochemicals | 3.03 | 0.65 |
Pharmaceuticals & Biotechnology | 3.6 | 5.31 |
Electrical Equipment | 0.76 | 1.65 |
Cement & Cement Products | 3.19 | 2.07 |
Leisure Services | 0.93 | 0.63 |
Automobiles | 2.61 | 4.91 |
Finance | 2.53 | 3.01 |
Transport Services | 0.83 | 0.78 |
Industrial Products | 2.11 | 6.34 |
Retailing | 2.12 | 1.87 |
Oil | 0.5 | 1.64 |
Food Products | 1.79 | - |
Personal Products | 0.86 | 0.93 |
Telecom - Services | 1.81 | 3.26 |
Auto Components | 2.48 | - |
Power | 3.19 | 3.25 |
Capital Markets | 1.27 | 1.58 |
Textiles & Apparels | 2.33 | - |
Insurance | 1.39 | 2.65 |
Ferrous Metals | 0.88 | 2.8 |
Industrial Manufacturing | 0.91 | - |
Healthcare Services | - | 1.6 |
Gas | - | 3.3 |
Fertilizers & Agrochemicals | - | 0.82 |
Beverages | - | 0.85 |
Realty | - | 1.13 |
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