SBI Long Term Equity Fund vs Mahindra Manulife ELSS Tax Saver Fund compare

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Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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SBI 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	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Fund	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹942 Cr	₹30420 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	18 Oct 2016	31 Mar 1993
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	73%	15%
Expense Ratio	2.18	1.59
Manager	Manish Lodha	Dinesh Balachandran
ISIN Code	INF174V01077	INF200K01495
Exits Load	Data not available./365	Data not available./365

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Month	1.12%	1.57%
6 Month	6%	6.52%
1 Year	3.24%	1.34%
3 Year	14.43%	22.9%
5 Year	19.56%	24.48%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month	2.57%	3.19%
1 Year	12.61%	12.08%
3 Year	12.87%	19.54%
5 Year	13.95%	20.94%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Year	7.68%	10.07%
3 Year	16.18%	13.66%
5 Year	14.67%	13.41%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Standard Deviation	11.89%	13.09%
Sharp	0.67%	1.28%
Beta	0.88%	0.96%
Alpha	-0.42%	6.79%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Name	Manish Lodha	Dinesh Balachandran
Total AUM	₹10881 Cr	₹69808 Cr
Funds Managed	9	4
	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Others	7.82	6.45
Large Cap	70.1	59.07
Mid Cap	11.64	19.93
Small Cap	10.45	14.55

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Others	3.05	6.45
Energy	5.08	-
Industrials	8.92	-
Technology	9.59	-
Consumer Cyclical	15.84	-
Financial Services	33.23	-
Basic Materials	7.24	-
Healthcare	4.85	-
Consumer Defensive	5.8	-
Utilities	1.83	-
Communication Services	3.85	-
Real Estate	0.73	-
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