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 | 1.57% | 2.03% |
| 6 Month | 6.52% | 9.97% |
| 1 Year | 1.34% | 5.83% |
| 3 Year | 22.9% | 17.25% |
| 5 Year | 24.48% | 19.74% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.19% | 5.05% |
| 1 Year | 12.08% | 19.06% |
| 3 Year | 19.54% | 17.03% |
| 5 Year | 20.94% | 16.09% |
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 | 13.09% | 12.79% |
| Sharp | 1.28% | 0.83% |
| Beta | 0.96% | 0.96% |
| Alpha | 6.79% | 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 | 6.45 | 0.82 |
| Large Cap | 59.07 | 69.64 |
| Mid Cap | 19.93 | 12.85 |
| Small Cap | 14.55 | 16.68 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.45 | 0.82 |
| Petroleum Products | 6.51 | - |
| IT - Software | 7.24 | - |
| Retailing | 4.27 | - |
| Cement & Cement Products | 3.01 | - |
| Construction | 0.36 | - |
| Consumer Durables | 2.5 | - |
| Non - Ferrous Metals | 1.24 | - |
| Banks | 22.53 | - |
| Pharmaceuticals & Biotechnology | 5.66 | - |
| Healthcare Services | 0.66 | - |
| Ferrous Metals | 3.44 | - |
| Insurance | 2.47 | - |
| Industrial Products | 4.7 | - |
| Automobiles | 4.62 | - |
| Personal Products | 0.77 | - |
| Finance | 3.46 | - |
| Capital Markets | 1.39 | - |
| Gas | 3.07 | - |
| Transport Services | 0.89 | - |
| Telecom - Services | 3.17 | - |
| Electrical Equipment | 0.63 | - |
| Diversified FMCG | 2.83 | - |
| Oil | 1.34 | - |
| Industrial Manufacturing | 0.36 | - |
| Chemicals & Petrochemicals | 0.51 | - |
| Fertilizers & Agrochemicals | 0.87 | - |
| Beverages | 0.72 | - |
| Auto Components | 0.43 | - |
| Leisure Services | 0.61 | - |
| Realty | 1.04 | - |
| Power | 2.25 | - |
| Energy | - | 4.21 |
| Technology | - | 8.71 |
| Consumer Cyclical | - | 15.53 |
| Industrials | - | 8.95 |
| Basic Materials | - | 6.59 |
| Consumer Defensive | - | 4.51 |
| Financial Services | - | 34.11 |
| Healthcare | - | 9.6 |
| Communication Services | - | 3.45 |
| Utilities | - | 2.29 |
| Real Estate | - | 1.23 |
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