ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹953 Cr | ₹15457 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 07 Mar 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 26% |
Expense Ratio | 2.18 | 1.7 |
Manager | Manish Lodha | Atul Penkar |
ISIN Code | INF174V01077 | INF209K01108 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
1 Month | -2.78% | -0.78% |
6 Month | 10.06% | 13.92% |
1 Year | 0.22% | 3.66% |
3 Year | 13.58% | 13.42% |
5 Year | 20.49% | 14.13% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
6 Month | 2.03% | 5.19% |
1 Year | 4.01% | 9.58% |
3 Year | 12.2% | 14.67% |
5 Year | 14.18% | 12.57% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
1 Year | 7.82% | 10.84% |
3 Year | 16.44% | 11.93% |
5 Year | 13.97% | 12.91% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Standard Deviation | 12.20% | 11.52% |
Sharp | 0.70% | 0.71% |
Beta | 0.90% | 0.93% |
Alpha | 0.11% | -1.64% |
Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Name | Manish Lodha | Atul Penkar |
Total AUM | ₹10881 Cr | ₹21393 Cr |
Funds Managed | 9 | 3 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 6.18 | 4.29 |
Large Cap | 70.91 | 68.23 |
Mid Cap | 10.72 | 11.49 |
Small Cap | 12.19 | 15.99 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 2.22 | 1.5 |
Energy | 4.95 | 4.89 |
Industrials | 9.51 | 7.07 |
Technology | 9.55 | 7.78 |
Consumer Cyclical | 14.42 | 15.1 |
Basic Materials | 7.34 | 7.01 |
Healthcare | 4.88 | 11.45 |
Consumer Defensive | 7.29 | 7.78 |
Financial Services | 33.93 | 32.12 |
Utilities | 2.09 | 1.23 |
Communication Services | 3.83 | 3.42 |
Real Estate | - | 0.68 |
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