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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 Long Term Equity 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 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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