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

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tortoise-icon Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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tortoise-icon 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) ₹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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