Mirae Asset ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

Mirae Asset ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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Mirae Asset 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	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Fund	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹29937 Cr	₹26076 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹500
Launch Date	31 Mar 1993	28 Dec 2015
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	15%	84%
Expense Ratio	1.59	1.56
Manager	Dinesh Balachandran	Neelesh Surana
ISIN Code	INF200K01495	INF769K01DK3
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Month	2.82%	3.64%
6 Month	12.5%	17.92%
1 Year	-1.98%	0.88%
3 Year	24.2%	17.2%
5 Year	25.02%	20.9%

SIP Return Analysis

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
6 Month	2.9%	4.55%
1 Year	8.07%	14.06%
3 Year	20.51%	16.53%
5 Year	21.45%	15.92%

Rolling Lumpsum Returns

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Year	10.2%	15.76%
3 Year	13.51%	18.1%
5 Year	13.34%	19.32%

Risk Management

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Standard Deviation	13.09%	12.95%
Sharp	1.18%	0.67%
Beta	0.96%	0.96%
Alpha	6.98%	1.72%

Fund Managers

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Name	Dinesh Balachandran	Neelesh Surana
Total AUM	₹69808 Cr	₹49127 Cr
Funds Managed	4	2
	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Market Cap

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Others	7.94	0.33
Large Cap	61.47	69.95
Small Cap	12.51	17.24
Mid Cap	18.08	12.48

Sector Allocation

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Others	5.81	0.32
Energy	8.8	4.39
Technology	8.02	9.2
Consumer Cyclical	10.07	16.04
Basic Materials	10.65	6.99
Industrials	7.77	9.85
Financial Services	28.34	32.87
Healthcare	7.71	9.35
Consumer Defensive	4.51	4.34
Utilities	4.28	2.62
Communication Services	2.99	2.74
Real Estate	1.05	1.29

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