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) | ₹973 Cr | ₹93 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 | -2.65% | -2.37% |
| 6 Month | -0.81% | 2.03% |
| 1 Year | 8.68% | 9.58% |
| 3 Year | 14.69% | 13.37% |
| 5 Year | 16.08% | - |
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 | 1.57% | 2.55% |
| 1 Year | 10.31% | 12.57% |
| 3 Year | 10.85% | 11.66% |
| 5 Year | 12.59% | - |
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 | 7.39% | 11.68% |
| 3 Year | 15.67% | 13.41% |
| 5 Year | 15.51% | - |
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 | 11.67% | - |
| Sharp | 0.70% | - |
| Beta | 0.89% | - |
| Alpha | -0.32% | - |
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 | 9.93 | 4.18 |
| Large Cap | 68.56 | 94.59 |
| Mid Cap | 12.52 | 1.24 |
| Small Cap | 8.99 | - |
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 | 1.98 | 0.83 |
| Energy | 6.41 | 10.87 |
| Industrials | 8.34 | 7 |
| Technology | 12.23 | 10.47 |
| Consumer Cyclical | 15.45 | 10.69 |
| Financial Services | 33.47 | 36.26 |
| Basic Materials | 5.67 | 6.33 |
| Consumer Defensive | 4.93 | 6.36 |
| Healthcare | 5.06 | 4.1 |
| Communication Services | 4.5 | 4.78 |
| Utilities | 1.08 | 2.3 |
| Real Estate | 0.87 | - |
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