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) | ₹32326 Cr | ₹27271 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| 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 | -0.23% | -0.55% |
| 6 Month | 1.69% | 3.39% |
| 1 Year | 5.67% | 8.61% |
| 3 Year | 24.03% | 17.85% |
| 5 Year | 21.79% | 17.54% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.37% | 1.49% |
| 1 Year | 9.93% | 13.87% |
| 3 Year | 17.81% | 15.28% |
| 5 Year | 20.19% | 15.17% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.11% | 14.88% |
| 3 Year | 15.88% | 17.86% |
| 5 Year | 13.92% | 19.48% |
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% | 12.69% |
| Sharp | 1.21% | 0.76% |
| Beta | 0.95% | 0.96% |
| Alpha | 6.3% | 1.39% |
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 | 9.93 | 3.6 |
| Large Cap | 59.36 | 64.65 |
| Small Cap | 12.34 | 17.06 |
| Mid Cap | 18.36 | 14.69 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.31 | 0.3 |
| Energy | 9.14 | 3.76 |
| Technology | 7.33 | 9.24 |
| Consumer Cyclical | 10.76 | 15.37 |
| Basic Materials | 9.98 | 5.48 |
| Industrials | 6.68 | 8.42 |
| Financial Services | 29.45 | 34.99 |
| Healthcare | 6.67 | 10.46 |
| Consumer Defensive | 4.02 | 4.73 |
| Utilities | 4.14 | 2.09 |
| Communication Services | 3.35 | 3.49 |
| Real Estate | 1.16 | 1.66 |
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