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) | ₹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 |
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