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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Mahindra Manulife ELSS Tax Saver Fund compare

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tortoise-icon Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

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tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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