Mahindra Manulife ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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SBI 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	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)	₹941 Cr	₹29937 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

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Month	3.04%	1.85%
6 Month	15%	11.92%
1 Year	-1.38%	-2.59%
3 Year	14.12%	22.95%
5 Year	20.38%	24.84%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month	3.8%	2.9%
1 Year	12.18%	8.07%
3 Year	13.83%	20.51%
5 Year	14.82%	21.45%

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%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Standard Deviation	12.19%	13.09%
Sharp	0.56%	1.18%
Beta	0.90%	0.96%
Alpha	0.34%	6.98%

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

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Others	6.18	7.8
Large Cap	70.91	61.91
Mid Cap	10.72	18.26
Small Cap	12.19	12.03

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Others	2.22	6.26
Energy	4.95	9.03
Industrials	9.51	8.45
Technology	9.55	7.83
Consumer Cyclical	14.42	9.31
Basic Materials	7.34	10.03
Healthcare	4.88	7.59
Consumer Defensive	7.29	4.53
Financial Services	33.93	29.46
Utilities	2.09	4.47
Communication Services	3.83	1.94
Real Estate	-	1.1