Mirae Asset ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Chart Comparison
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) | ₹30420 Cr | ₹25911 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 | 3.2% | 3.8% |
| 6 Month | 6.58% | 10.41% |
| 1 Year | 3.28% | 8.57% |
| 3 Year | 23.44% | 17.68% |
| 5 Year | 25.54% | 21.07% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.29% | 0.91% |
| 1 Year | 5.09% | 10.47% |
| 3 Year | 17.21% | 14.25% |
| 5 Year | 19.59% | 14.5% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.07% | 15.42% |
| 3 Year | 13.66% | 17.98% |
| 5 Year | 13.41% | 19.45% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.06% | 12.79% |
| Sharp | 1.19% | 0.83% |
| Beta | 0.95% | 0.96% |
| Alpha | 6.61% | 1.64% |
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 | 8.27 | 0.82 |
| Large Cap | 60.68 | 69.64 |
| Small Cap | 12.81 | 16.68 |
| Mid Cap | 18.24 | 12.85 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.48 | 0.82 |
| Energy | 8.88 | 4.21 |
| Technology | 7.25 | 8.71 |
| Consumer Cyclical | 10.25 | 15.53 |
| Basic Materials | 10.8 | 6.59 |
| Industrials | 7.51 | 8.95 |
| Financial Services | 28.72 | 34.11 |
| Healthcare | 7.32 | 9.6 |
| Consumer Defensive | 4.32 | 4.51 |
| Utilities | 4.26 | 2.29 |
| Communication Services | 3.17 | 3.45 |
| Real Estate | 1.04 | 1.23 |
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