SBI Long Term Equity Fund vs Mahindra Manulife ELSS Tax Saver 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 | 3.29% | 1.72% |
6 Month | -3.42% | -5.97% |
1 Year | 8.37% | 10.01% |
3 Year | 13.24% | 23.14% |
5 Year | 24.29% | 29.75% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | 1.71% | -0.77% |
1 Year | -2.27% | -5.15% |
3 Year | 13.58% | 23.15% |
5 Year | 16.1% | 23.49% |
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% | 1.03% |
Beta | 0.924% | 0.95% |
Alpha | -0.862% | 8.29% |
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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 | 13.13 |
Large Cap | 68.96 | 58.86 |
Small Cap | 14.55 | 9.25 |
Mid Cap | 14.27 | 18.76 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 2.22 | 13.06 |
Energy | 5.95 | 7.8 |
Technology | 7.56 | 9.22 |
Industrials | 11.25 | 7.96 |
Basic Materials | 9.37 | 7.96 |
Consumer Defensive | 6.16 | 3.92 |
Financial Services | 32.22 | 25.67 |
Consumer Cyclical | 16.49 | 8.19 |
Healthcare | 2.91 | 7.68 |
Communication Services | 3.46 | 3.4 |
Utilities | 2.4 | 4.36 |
Real Estate | - | 0.78 |
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