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 Very High
Asset Size (Cr) ₹25732 Cr ₹24347 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 01 Dec 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 3.97% 1.77%
6 Month 19.19% 19.43%
1 Year 54.37% 38.34%
3 Year 26.96% 18.06%
5 Year 27.98% 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 27.83% 23.65%
3 Year 76.83% 55.22%
5 Year 116.62% 79.91%

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 1.51% 0.96%
Beta 0.93% 0.92%
Alpha 9.01% -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

Small Cap 14.68 14.86
Others 11 2.17
Large Cap 52.27 66.35
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

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

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