Mirae Asset ELSS Tax Saver Fund vs SBI ELSS Tax Saver Fund
Over the last 3 years, SBI ELSS Tax Saver Fund returned 14.7% a year against 13.6% for Mirae Asset ELSS Tax Saver Fund (Direct plans). Mirae Asset ELSS Tax Saver Fund costs less (1.02% a year, Direct). They hold 24 stocks in common; the portfolio overlap is 34%. Data as of 5 Nov 2026.
| Mirae Asset ELSS Tax Saver Fund | SBI ELSS Tax Saver Fund | |
|---|---|---|
| Category | ELSS | ELSS |
| Fund house | Mirae Asset Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 10.9 years | 13.8 years |
| AUM | ₹26,128 cr | ₹31,724 cr |
| Direct plan | ||
| Rating | B | A |
| Expense ratio | 1.02% | 1.22% |
| 1Y return | -1.0% | -3.3% |
| 3Y return (a year) | 13.6% | 14.7% |
| 5Y return (a year) | 10.4% | 14.1% |
| 3Y vs index | +1.6% | +2.7% |
| Regular plan | ||
| Rating | B | A+ |
| Expense ratio | 1.95% | 1.83% |
| 1Y return | -1.9% | -3.9% |
| 3Y return (a year) | 12.5% | 14.0% |
| 5Y return (a year) | 9.2% | 13.3% |
| 3Y vs index | +0.5% | +1.9% |
| Risk and portfolio | ||
| Volatility, 3Y | 14.3% | 13.8% |
| Max fall, 5Y | -17.7% | -16.7% |
| Down capture, 3Y | 99 | 81 |
| Stocks held | 69 | 87 |
| Top 10 holdings | 41% | 39% |
Common questions
Mirae Asset ELSS Tax Saver Fund or SBI ELSS Tax Saver Fund: which has done better?
Over the last 3 years, SBI ELSS Tax Saver Fund returned 14.7% a year against 13.6% for Mirae Asset ELSS Tax Saver Fund (Direct plans).
How much do Mirae Asset ELSS Tax Saver Fund and SBI ELSS Tax Saver Fund overlap?
They hold 24 stocks in common; the portfolio overlap is 34%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.