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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 | Very High |
| 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 | 7.19% | 6.08% |
| 6 Month | -10.92% | -10.96% |
| 1 Year | 6.07% | 10.19% |
| 3 Year | 12.85% | 23.84% |
| 5 Year | 24.69% | 31.63% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -1.06% | -2.19% |
| 1 Year | -5.52% | -4.6% |
| 3 Year | 12.89% | 24.13% |
| 5 Year | 16.11% | 24.3% |
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 | 13.523% | 13.09% |
| Sharp | 0.377% | 1.05% |
| Beta | 0.924% | 0.96% |
| Alpha | -0.862% | 8.59% |
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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 |
| Funds Managed | 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 | 2.22 | 9.84 |
| Large Cap | 68.96 | 59.98 |
| Small Cap | 14.55 | 10.2 |
| Mid Cap | 14.27 | 19.98 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 2.22 | 9.76 |
| Energy | 5.95 | 8.03 |
| Technology | 7.56 | 10.54 |
| Industrials | 11.25 | 9.85 |
| Basic Materials | 9.37 | 7.4 |
| Consumer Defensive | 6.16 | 4.14 |
| Financial Services | 32.22 | 25.05 |
| Consumer Cyclical | 16.49 | 8.83 |
| Healthcare | 2.91 | 7.38 |
| Communication Services | 3.46 | 3.31 |
| Utilities | 2.4 | 4.73 |
| Real Estate | - | 0.97 |
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