Mirae Asset ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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tortoise-icon Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Average
Asset Size (Cr) ₹25732 Cr ₹24347 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 12 Jan 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% 84%
Expense Ratio 1.61 1.56
Manager Dinesh Balachandran Neelesh Surana
ISIN Code INF200K01495 INF769K01DK3
Exits Load Nil/365 Nil/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 -5.29% 1.77%
6 Month 10.56% 19.43%
1 Year 51.5% 38.34%
3 Year 23.98% 18.06%
5 Year 24.64% 23.31%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
6 Month - -
1 Year 24.14% 15.1%
3 Year 61.1% 34.66%
5 Year 108.17% 72.87%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Year 9.44% 16.71%
3 Year 10.41% 18.42%
5 Year 11.65% 18.77%

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% 11.83%
Sharp 1.39% 0.96%
Beta 0.96% 0.92%
Alpha 9.53% -0.55%

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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
Fund Manage 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 11 2.17
Large Cap 52.27 66.35
Small Cap 14.68 14.86
Mid Cap 22.05 16.62

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Others 9.03 1.64
Automobile 7.87 5.49
Energy 15.89 8.79
Technology 5.41 8.76
Materials 2.39 3.82
Construction 1.76 4.67
Metals & Mining 5.52 2.32
Financial 20.96 29.27
Healthcare 7.61 9.88
Insurance 3 1.64
Consumer Staples 2.64 4.28
Services 3.69 7.79
Capital Goods 9 3.06
Consumer Discretionary 0.58 3.69
Communication 3.2 2.4
Chemicals 1.45 1.39
Textiles - 0.24
Diversified - 0.87

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