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Mirae Asset ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Long Term Equity Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹27306 Cr | ₹24007 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Mar 1993 | 28 Dec 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 15% | 84% |
| Expense Ratio | 1.6 | 1.56 |
| Manager | Dinesh Balachandran | Neelesh Surana |
| ISIN Code | INF200K01495 | INF769K01DK3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.27% | 5.08% |
| 6 Month | -9.79% | -10.89% |
| 1 Year | 12.11% | 10.13% |
| 3 Year | 24.22% | 14.17% |
| 5 Year | 32.74% | 27.79% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -2.19% | -2.11% |
| 1 Year | -4.6% | -5.17% |
| 3 Year | 24.13% | 14.65% |
| 5 Year | 24.3% | 16.76% |
Rolling Lumpsum Returns
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.61% | 17.15% |
| 3 Year | 12.89% | 18.19% |
| 5 Year | 13.14% | 18.94% |
Risk Management
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.09% | 13.553% |
| Sharp | 1.05% | 0.44% |
| Beta | 0.96% | 0.927% |
| Alpha | 8.59% | -0.019% |
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Fund Managers
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dinesh Balachandran | Neelesh Surana |
| Total AUM | ₹69808 Cr | ₹49127 Cr |
| Funds Managed | 4 | 2 |
| SBI Long Term Equity Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 9.84 | 1.06 |
| Large Cap | 59.98 | 65.89 |
| Small Cap | 10.2 | 18.54 |
| Mid Cap | 19.98 | 14.51 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 9.76 | 1.06 |
| Energy | 8.03 | 4.29 |
| Technology | 10.54 | 10.05 |
| Consumer Cyclical | 8.83 | 14.39 |
| Basic Materials | 7.4 | 7.59 |
| Industrials | 9.85 | 12.39 |
| Financial Services | 25.05 | 33.38 |
| Healthcare | 7.38 | 7.07 |
| Consumer Defensive | 4.14 | 2.39 |
| Utilities | 4.73 | 3.91 |
| Communication Services | 3.31 | 2.63 |
| Real Estate | 0.97 | 0.85 |
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