360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹942 Cr | ₹88 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 28 Dec 2022 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 50 TRI |
| Turn Over | 73% | % |
| Expense Ratio | 2.18 | 0.52 |
| Manager | Manish Lodha | Parijat Garg |
| ISIN Code | INF174V01077 | INF579M01AL6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.58% | 3.6% |
| 6 Month | 6.41% | 6.41% |
| 1 Year | 5.23% | 7.01% |
| 3 Year | 14.64% | - |
| 5 Year | 20.73% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.33% | 0.12% |
| 1 Year | 7.03% | 7.15% |
| 3 Year | 10.92% | - |
| 5 Year | 12.91% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.68% | 20.3% |
| 3 Year | 16.18% | - |
| 5 Year | 14.67% | - |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.89% | - |
| Sharp | 0.67% | - |
| Beta | 0.88% | - |
| Alpha | -0.42% | - |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Name | Manish Lodha | Parijat Garg |
| Total AUM | ₹10881 Cr | ₹151 Cr |
| Funds Managed | 9 | 2 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Others | 7.82 | 4.99 |
| Large Cap | 70.1 | 94.35 |
| Mid Cap | 11.64 | 0.66 |
| Small Cap | 10.45 | - |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
|---|---|---|
| Others | 3.05 | 1.86 |
| Energy | 5.08 | 10.41 |
| Industrials | 8.92 | 6.03 |
| Technology | 9.59 | 9.94 |
| Consumer Cyclical | 15.84 | 11.7 |
| Financial Services | 33.23 | 36.28 |
| Basic Materials | 7.24 | 6.36 |
| Healthcare | 4.85 | 3.61 |
| Consumer Defensive | 5.8 | 6.7 |
| Utilities | 1.83 | 2.56 |
| Communication Services | 3.85 | 4.55 |
| Real Estate | 0.73 | - |
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