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

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

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

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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) ₹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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