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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 | 3.29% | 2.26% |
| 6 Month | -1.26% | -3.25% |
| 1 Year | 5.03% | 7.13% |
| 3 Year | 14.24% | 24.22% |
| 5 Year | 22.46% | 28.32% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.79% | 0.66% |
| 1 Year | -1.47% | -3.7% |
| 3 Year | 14.04% | 23.74% |
| 5 Year | 16.27% | 23.76% |
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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