Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

Invest Now

tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

Invest Now

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 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now

Kotak Equity Savings Fund - Regular - Growth Kotak Equity Savings Fund - Regular - Growth

3Y Returns12.23%

VS

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.98%

Compare Now

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.93%

VS

Quant Liquid Fund-Growth Quant Liquid Fund-Growth

3Y Returns6.64%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns31.8%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns25.05%

Compare Now
Add to Cart Successfully