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 | 0.99% | 0.26% |
| 6 Month | 2.18% | 3.54% |
| 1 Year | 7.36% | 10.99% |
| 3 Year | 24.07% | 18.04% |
| 5 Year | 21.13% | 16.72% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.2% | 3.75% |
| 1 Year | 15.28% | 18.27% |
| 3 Year | 18.34% | 15.7% |
| 5 Year | 20.34% | 15.25% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.06% | 14.75% |
| 3 Year | 15.93% | 17.86% |
| 5 Year | 13.94% | 19.44% |
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% | 11.83% |
| Sharp | 1.21% | 0.83% |
| Beta | 0.95% | 0.95% |
| Alpha | 6.3% | 1.04% |
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 | 7.3 | 0.29 |
| Large Cap | 59.29 | 65.64 |
| Mid Cap | 19.37 | 16.61 |
| Small Cap | 14.04 | 17.5 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.3 | 0.29 |
| Petroleum Products | 6.91 | 2.88 |
| IT - Software | 7.33 | 9.24 |
| Retailing | 4.25 | 4.24 |
| Cement & Cement Products | 2.52 | 1.16 |
| Construction | 0.38 | 2.64 |
| Consumer Durables | 3.2 | 3.86 |
| Non - Ferrous Metals | 1.24 | 0.04 |
| Banks | 23.04 | 26.7 |
| Pharmaceuticals & Biotechnology | 5.57 | 7.89 |
| Ferrous Metals | 3.22 | 1.75 |
| Insurance | 2.34 | 2.95 |
| Industrial Products | 4.17 | 2.11 |
| Automobiles | 3.8 | 4.68 |
| Personal Products | 0.71 | - |
| Finance | 4 | 1.88 |
| Capital Markets | 1.26 | 1.95 |
| Gas | 2.82 | 1.15 |
| Transport Services | 0.8 | 3.55 |
| Telecom - Services | 3.34 | 3.49 |
| Electrical Equipment | 0.54 | - |
| Diversified FMCG | 2.68 | 3.7 |
| Agricultural, Commercial & Construction Vehicles | 0.87 | - |
| Oil | 1.28 | 0.88 |
| Industrial Manufacturing | 0.3 | 0.12 |
| Chemicals & Petrochemicals | 0.37 | 0.72 |
| Fertilizers & Agrochemicals | 0.71 | - |
| Beverages | 0.64 | 1.04 |
| Auto Components | 0.41 | 3.52 |
| Leisure Services | 0.56 | - |
| Realty | 1.16 | 1.66 |
| Power | 2.28 | 0.93 |
| Diversified Metals | - | 1.04 |
| Aerospace & Defense | - | 0.03 |
| Healthcare Services | - | 2.42 |
| Financial Technology (Fintech) | - | 1.53 |
Top Comparisons
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns16.87%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns18.04%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns24.61%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns21.51%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns7.01%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.04%
Bandhan Medium Duration Fund - Regular Plan - Growth
3Y Returns6.84%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.78%