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

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)	₹923 Cr	₹25732 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	05 Oct 2016	31 Mar 1993
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	73%	15%
Expense Ratio	2.16	1.61
Manager	Manish Lodha	Dinesh Balachandran
ISIN Code	INF174V01077	INF200K01495
Exits Load	Nil/365	Nil/365

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Month	0.09%	3.37%
6 Month	17.5%	18.03%
1 Year	32.56%	52.45%
3 Year	17.32%	26.44%
5 Year	21.9%	27.43%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	-	-
1 Year	14.3%	24.14%
3 Year	34.28%	61.1%
5 Year	71.8%	108.17%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Year	22.34%	27.83%
3 Year	54.83%	76.83%
5 Year	77.46%	116.62%

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation	12.44%	13.09%
Sharp	0.94%	1.51%
Beta	0.93%	0.93%
Alpha	-0.62%	9.01%

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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
Fund Manage	9	4
	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI Long Term Equity Fund - Regular Plan- Growth

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Large Cap	63.09	52.27
Mid Cap	16.64	22.05
Others	3.54	11
Small Cap	16.73	14.68

Scheme Name	Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Banks	25.83	-
IT - Software	11.26	-
Petroleum Products	4.75	-
Construction	4.83	1.76
Diversified FMCG	2.84	-
Automobiles	3.64	-
Power	3.44	-
Cement & Cement Products	3.29	-
Telecom - Services	2.32	-
Others	2.51	9.03
Food Products	2.02	-
Consumer Durables	5.6	-
Retailing	3	-
Industrial Manufacturing	1.71	-
Auto Components	2.99	-
Pharmaceuticals & Biotechnology	3.36	-
Electrical Equipment	1.29	-
Oil	1.2	-
Chemicals & Petrochemicals	2.03	-
Agricultural Food & other Products	1	-
Finance	0.98	-
Personal Products	1.83	-
Ferrous Metals	0.96	-
Non - Ferrous Metals	0.96	-
Leisure Services	0.93	-
Industrial Products	2.22	-
Textiles & Apparels	0.86	-
Transport Services	1.55	-
IT - Services	0.8	-
Capital Goods	-	9
Financial	-	20.96
Energy	-	15.89
Automobile	-	7.87
Communication	-	3.2
Healthcare	-	7.61
Metals & Mining	-	5.52
Technology	-	5.41
Consumer Staples	-	2.64
Insurance	-	3
Services	-	3.69
Chemicals	-	1.45
Materials	-	2.39
Consumer Discretionary	-	0.58