Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon SBI ELSS Tax Saver Fund - Regular Plan- Growth

Invest Now

tortoise-icon Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Invest Now

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) ₹30271 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 -2.48% -2.36%
6 Month 7.79% 12.34%
1 Year -0.47% 3.06%
3 Year 23.58% 15.6%
5 Year 24.82% 21.22%

SIP Return Analysis

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
6 Month 2.1% 3.88%
1 Year 2.45% 7.18%
3 Year 20.18% 15.36%
5 Year 21.39% 15.51%

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% 12.84%
Sharp 1.35% 0.80%
Beta 0.95% 0.95%
Alpha 7.18% 1.49%

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 7.8 0.99
Large Cap 61.91 68.42
Small Cap 12.03 16.55
Mid Cap 18.26 14.04

Sector Allocation

Scheme Name

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Others 6.26 0.98
Energy 9.03 4.54
Technology 7.83 9.46
Consumer Cyclical 9.31 16.06
Basic Materials 10.03 6.15
Industrials 8.45 8.88
Financial Services 29.46 32.3
Healthcare 7.59 10.52
Consumer Defensive 4.53 4.6
Utilities 4.47 2.89
Communication Services 1.94 2.32
Real Estate 1.1 1.31

Top Comparisons

ITI Ultra Short Duration Fund Regular - Growth ITI Ultra Short Duration Fund Regular - Growth

3Y Returns6.31%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.4%

Compare Now

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

3Y Returns24.63%

VS

Axis Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth

3Y Returns17.79%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns15.6%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns19.02%

Compare Now

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns7.34%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns7.03%

Compare Now
Add to Cart Successfully