Mahindra Manulife ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹980 Cr | ₹30616 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 | 1.59 |
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 ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
1 Month | -2.45% | -2.12% |
6 Month | 7.7% | 5.1% |
1 Year | -2.22% | -2.4% |
3 Year | 15.24% | 25.23% |
5 Year | 21.26% | 25.8% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
6 Month | 4.57% | 4.38% |
1 Year | 7.07% | 5.49% |
3 Year | 14.29% | 22.87% |
5 Year | 15.7% | 23.11% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
1 Year | 7.82% | 10.2% |
3 Year | 16.44% | 13.51% |
5 Year | 13.97% | 13.34% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 13.10% | 13.09% |
Sharp | 0.98% | 1.58% |
Beta | 0.92% | 0.94% |
Alpha | 0.35% | 7.03% |
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Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Others | 6.11 | 8.95 |
Large Cap | 71.35 | 62.6 |
Mid Cap | 10.78 | 17.29 |
Small Cap | 11.76 | 11.16 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Others | 2.48 | 6.12 |
Energy | 5.63 | 9.52 |
Industrials | 9.28 | 8.15 |
Technology | 9.04 | 9.8 |
Consumer Cyclical | 15.23 | 8.7 |
Basic Materials | 6.99 | 9.58 |
Healthcare | 3.04 | 7.37 |
Consumer Defensive | 6.89 | 4.46 |
Financial Services | 34.99 | 28.38 |
Utilities | 1.88 | 4.84 |
Communication Services | 4.55 | 2.01 |
Real Estate | - | 1.06 |
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