SBI Long Term Equity Fund vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹896 Cr | ₹27306 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 | 1.6 |
Manager | Manish Lodha | Dinesh Balachandran |
ISIN Code | INF174V01077 | INF200K01495 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Month | 1.51% | 3.02% |
6 Month | -0.96% | -1.83% |
1 Year | 3.85% | 4.39% |
3 Year | 18.99% | 28.85% |
5 Year | 23.28% | 28.61% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | 7.49% | 6.72% |
1 Year | 6.59% | 5.34% |
3 Year | 14.66% | 23.97% |
5 Year | 16.11% | 23.62% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Year | 8.35% | 10.42% |
3 Year | 16.14% | 13.24% |
5 Year | 13.7% | 13.27% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 13.523% | 13.09% |
Sharp | 0.377% | 1.36% |
Beta | 0.924% | 0.94% |
Alpha | -0.862% | 7.65% |
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Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 2.22 | 9.14 |
Large Cap | 68.96 | 61.53 |
Small Cap | 14.55 | 11.28 |
Mid Cap | 14.27 | 18.05 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 2.22 | 9.14 |
Energy | 5.95 | - |
Technology | 7.56 | - |
Industrials | 11.25 | - |
Basic Materials | 9.37 | - |
Consumer Defensive | 6.16 | - |
Financial Services | 32.22 | - |
Consumer Cyclical | 16.49 | - |
Healthcare | 2.91 | - |
Communication Services | 3.46 | - |
Utilities | 2.4 | - |
Petroleum Products | - | 7.08 |
IT - Software | - | 9.75 |
Retailing | - | 2.39 |
Cement & Cement Products | - | 2.02 |
Construction | - | 0.35 |
Non - Ferrous Metals | - | 1.08 |
Banks | - | 22.62 |
Pharmaceuticals & Biotechnology | - | 5.72 |
Healthcare Services | - | 0.98 |
Ferrous Metals | - | 3.05 |
Insurance | - | 2.15 |
Industrial Products | - | 5.54 |
Automobiles | - | 4.39 |
Personal Products | - | 0.88 |
Finance | - | 2.54 |
Capital Markets | - | 1.56 |
Gas | - | 3.01 |
Transport Services | - | 0.65 |
Diversified FMCG | - | 3.2 |
Electrical Equipment | - | 0.72 |
Oil | - | 1.46 |
Consumer Durables | - | 1.01 |
Telecom - Services | - | 2 |
Chemicals & Petrochemicals | - | 0.54 |
Fertilizers & Agrochemicals | - | 0.71 |
Beverages | - | 0.92 |
Leisure Services | - | 0.75 |
Realty | - | 0.76 |
Power | - | 3.03 |
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