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 | 5.13% | 5.03% |
6 Month | 5.58% | 2.65% |
1 Year | 8.62% | 9.31% |
3 Year | 19% | 28.93% |
5 Year | 25.71% | 31.01% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | 7.25% | 5.21% |
1 Year | 7.37% | 4.1% |
3 Year | 16.11% | 25.26% |
5 Year | 17.13% | 24.39% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Year | 9.25% | 10.61% |
3 Year | 16.49% | 12.89% |
5 Year | 13.21% | 13.14% |
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% | 1.17% |
Beta | 0.924% | 0.94% |
Alpha | -0.862% | 7.87% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 9.01 |
Large Cap | 68.96 | 61.32 |
Small Cap | 14.55 | 11.41 |
Mid Cap | 14.27 | 18.26 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 2.22 | 9.01 |
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 | - | 6.58 |
IT - Software | - | 10.28 |
Retailing | - | 2.32 |
Cement & Cement Products | - | 2.17 |
Construction | - | 0.38 |
Non - Ferrous Metals | - | 1.22 |
Banks | - | 21.9 |
Pharmaceuticals & Biotechnology | - | 5.42 |
Healthcare Services | - | 1.03 |
Ferrous Metals | - | 3.21 |
Insurance | - | 2.09 |
Industrial Products | - | 6.06 |
Automobiles | - | 4.36 |
Personal Products | - | 0.84 |
Finance | - | 2.69 |
Capital Markets | - | 1.47 |
Gas | - | 2.96 |
Transport Services | - | 0.56 |
Diversified FMCG | - | 2.13 |
Electrical Equipment | - | 0.73 |
Oil | - | 1.51 |
Consumer Durables | - | 1.06 |
Telecom - Services | - | 3.48 |
Chemicals & Petrochemicals | - | 0.58 |
Fertilizers & Agrochemicals | - | 0.67 |
Beverages | - | 0.88 |
Leisure Services | - | 0.72 |
Realty | - | 0.68 |
Power | - | 3.01 |
Top Comparisons
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns21.41%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns22.81%
HDFC Infrastructure Fund - Growth Plan
3Y Returns35.19%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns25.69%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
3Y Returns0%
Kotak Gilt-Investment Regular-Growth
3Y Returns8.1%
Kotak Gilt-Investment Regular-Growth
3Y Returns8.1%