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Mahindra Manulife ELSS Tax Saver Fund vs SBI Long Term Equity 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 | 6.58% | 6.43% |
| 6 Month | 5.48% | 3.15% |
| 1 Year | 9.59% | 10.56% |
| 3 Year | 19.1% | 28.66% |
| 5 Year | 24.96% | 30.44% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 7.25% | 5.21% |
| 1 Year | 7.37% | 4.1% |
| 3 Year | 16.11% | 25.26% |
| 5 Year | 17.13% | 24.39% |
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% | 1.17% |
| Beta | 0.924% | 0.94% |
| Alpha | -0.862% | 7.87% |
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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 | 9.01 |
| Large Cap | 68.96 | 61.32 |
| Small Cap | 14.55 | 11.41 |
| Mid Cap | 14.27 | 18.26 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 2.22 | 9.01 |
| Energy | 5.95 | - |
| Technology | 7.56 | - |
| Industrials | 11.25 | - |
| Basic Materials | 9.37 | - |
| Consumer Defensive | 6.16 | - |
| Financial Services | 32.22 | - |
| Consumer Cyclical | 16.49 | - |
| Healthcare | 2.91 | - |
| Communication Services | 3.46 | - |
| Utilities | 2.4 | - |
| Petroleum Products | - | 6.58 |
| IT - Software | - | 10.28 |
| Retailing | - | 2.32 |
| Cement & Cement Products | - | 2.17 |
| Construction | - | 0.38 |
| Non - Ferrous Metals | - | 1.22 |
| Banks | - | 21.9 |
| Pharmaceuticals & Biotechnology | - | 5.42 |
| Healthcare Services | - | 1.03 |
| Ferrous Metals | - | 3.21 |
| Insurance | - | 2.09 |
| Industrial Products | - | 6.06 |
| Automobiles | - | 4.36 |
| Personal Products | - | 0.84 |
| Finance | - | 2.69 |
| Capital Markets | - | 1.47 |
| Gas | - | 2.96 |
| Transport Services | - | 0.56 |
| Diversified FMCG | - | 2.13 |
| Electrical Equipment | - | 0.73 |
| Oil | - | 1.51 |
| Consumer Durables | - | 1.06 |
| Telecom - Services | - | 3.48 |
| Chemicals & Petrochemicals | - | 0.58 |
| Fertilizers & Agrochemicals | - | 0.67 |
| Beverages | - | 0.88 |
| Leisure Services | - | 0.72 |
| Realty | - | 0.68 |
| Power | - | 3.01 |
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